Search 30,000+ Investment Advisers

Updated April 2025

34,343 advisers found

Filing Fed Name Start Empl AUM AUM3y%∆ ▲ Eqt Muni
2024-04-29 F CAPITOLIS ADVISORS LLC 2021-08-13 29 30,000,000 -100 0 0
2025-02-14 F WMS PARTNERS, LLC 1994-06-14 0 8,459,030 -100 0 0
2024-03-27 F CARTICA MANAGEMENT, LLC 2008-07-25 4 1,662,094 -100 0 0
2024-11-21 S G.P. LEACH SECURITIES LLC 2024-12-16 1 345,000 -100 0 0
2024-03-27 F L & B REALTY ADVISORS, LLP 2005-08-31 82 177,379 -100 0 0
2025-02-07 F VALLEY FINANCIAL MANAGEMENT, INC. 2018-07-27 102 55,000 -100 53,900 0
2025-01-21 F MANZIL INVESTMENT ADVISORS, LLC 2020-05-14 1 5,000 -100 4,900 0
2024-08-13 F BRAINS INVESTMENTS, LLC 2019-08-15 1 2 -100 2 0
2025-01-28 F PRUCO SECURITIES, LLC 1996-06-28 116 0 -100 0 0
2024-07-26 F LOCKTON INVESTMENT ADVISORS, LLC 2007-06-18 27 0 -100 0 0
2025-01-24 F VISION2020 WEALTH MANAGEMENT CORP. 2010-06-21 0 0 -100 0 0
2025-01-28 F INNOVATION PARTNERS LLC 2013-10-24 245 0 -100 0 0
2025-02-04 F BROOKSTONE WEALTH ADVISORS, LLC 2007-03-16 244 0 -100 0 0
2024-03-20 F FRANCIS LLC 2004-03-12 22 0 -100 0 0
2024-08-19 F PGIA 2021-11-19 17 0 -100 0 0

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