Search 30,000+ Investment Advisers

Updated April 2025

34,343 advisers found

Filing ▲ Fed Name Start Empl AUM AUM3y%∆ Eqt Muni
2012-05-22 S DOMINION WEALTH ADVISORS, LLC 2011-10-06 1 0 0 0 0
2012-05-31 S ENTWISLE ENTERPRISES,INC. 1999-01-21 1 0 0 0 0
2012-06-22 S UK PENSION TRANSFER LLC 2012-06-27 1 0 0 0 0
2012-09-10 S TILTON-STEELE INTERNATIONAL 1992-03-30 2 0 0 0 0
2012-09-18 S KENNETH P. ALEVRAS, CPA.INC. 2000-01-19 0 0 0 0 0
2012-10-12 S JOSEPH C. KELLY & ASSOCIATES, INC. 1997-12-26 1 5,175,000 0 0 0
2012-10-19 S VAN DIEN ASSET MANAGEMENT LLC 2009-10-26 1 325,000 0 0 0
2012-11-06 S KANASA FINANCIAL GROUP, LLC 2008-07-24 1 11,000,000 0 0 0
2012-11-07 S AMBROZY & ASSOCIATES, INC. 1997-01-14 1 1,557,580 0 0 0
2012-11-19 S VANDERKLOOT & COMPANY, P.C. 2001-08-01 1 93,000 0 0 0
2013-02-14 S KEN ROMAN, INC. 2013-04-03 1 0 0 0 0
2013-03-07 S SIERRA FINANCIAL ADVISORS, LLC 2006-07-24 2 13,750,000 0 0 0
2013-03-22 S TOWNSEND AND COMPANY, LLC 2013-04-08 1 0 0 0 0
2013-04-18 S SIMBA INVESTMENT ADVISORS 2013-04-29 1 0 0 0 0
2013-05-02 S ALLIANCE FINANCIAL ADVISORS GROUP 1995-10-30 0 0 0 0 0

ADVDB.CO • AUM IN BILLIONS • % CHANGE CAPPED AT 10,000% • SMA AUM NOT AVAILABLE FOR MOST STATE ADVISERS • SOURCE: SEC FORM ADV