Search 30,000+ Investment Advisers

Updated April 2025

34,343 advisers found

Filing Fed ▼ Name Start Empl AUM AUM3y%∆ Eqt Muni
2025-03-18 S MILLINGTON FINANCIAL ADVISORS, LLC 2025-03-18 7 224,449,461 0 0 0
2025-03-03 S PATRICK M. SWEENEY & ASSOCIATES, INC 2012-04-10 3 217,183,226 35 0 0
2025-03-11 S LANSDOWNE WEALTH MANAGEMENT, LLC 2010-10-29 5 214,135,275 0 0 0
2025-02-10 S THINAGEE INVESTMENTS INC. 2012-08-02 1 210,000,000 0 0 0
2025-03-19 S SUMMIT CAPITAL INC. 2005-02-11 4 208,230,928 13 0 0
2025-02-18 S GREGORY LYLE & CO. 1989-08-29 1 204,107,564 38 0 0
2025-01-21 S NVEST WEALTH STRATEGIES, INC. 2012-02-22 3 201,510,861 32 0 0
2025-03-03 S INVESTOLOGY INC. 2004-05-18 5 200,000,000 0 0 0
2024-02-02 S STEWARDSHIP TRUST ADVISORS 2002-01-28 6 195,200,000 0 0 0
2024-09-12 S HEIGHTS LLC 2024-05-02 4 192,732,567 0 0 0
2024-11-27 S WMGNA 2024-08-23 9 191,405,726 0 0 0
2025-03-07 S POLARIS FINANCIAL PARTNERS, LLC 2019-05-17 5 191,000,000 0 0 0
2025-02-05 S VIA IV INVESTMENTS, LLC 2014-10-03 4 190,460,996 13 0 0
2024-03-13 S THE ATLAS FINANCIAL GROUP 2020-04-16 3 187,675,129 0 0 0
2025-02-03 S BALANCE WEALTH 2024-03-14 6 187,559,245 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