Search 33,000+ Investment Advisers

Updated November 2024

33,684 advisers found

Filing Fed Name Start Empl AUM AUM3y%∆ ▼ Eqt Muni
2024-03-27 S BLACKBAY CAPITAL ADVISORS LLC 2008-03-28 2 950,000,000 0 0 0
2024-04-23 S LAFISE SECURITIES CORPORATION 2024-04-03 2 736,018,633 0 0 0
2024-09-05 S THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN, INC. 2014-03-28 43 571,016,155 0 0 0
2024-04-26 S FIRST FINANCIAL CONSULTING 2003-07-02 11 500,000,000 0 0 0
2024-02-22 S KELMAR CAPITAL MANAGEMENT, LLC 2001-10-03 1 318,100,000 0 0 0
2023-10-06 S TECHNOMART RGA INC 2003-12-19 7 304,812,986 0 0 0
2024-04-26 S CERTIS CAPITAL MANAGEMENT, INC. 2008-01-01 7 294,564,000 0 0 0
2024-11-07 S METAMORPHIC CAPITAL 2022-03-22 2 274,802,051 0 0 0
2024-09-09 S CORRELL CO. INVESTMENT SERVICES CORP. 2002-04-22 4 260,311,837 0 0 0
2024-03-06 S THE EVERGREEN ADVANTAGE MANAGEMENT, INC. 2019-04-30 4 245,500,000 0 0 0
2024-06-27 S CURRY WEBB WEALTH MANAGEMENT LLC 2013-09-19 5 245,000,000 0 0 0
2024-10-15 S S HARRIS FINANCIAL GROUP, LLC 2010-01-15 7 218,700,000 0 0 0
2024-11-18 S TREND TRADE PRO, LLC 2023-10-27 1 182,267,400 0 0 0
2024-07-31 S LANSDOWNE WEALTH MANAGEMENT, LLC 2010-10-29 5 180,513,773 0 0 0
2024-03-18 S NORTHPOINT ADVISORY LLC 2009-04-01 1 173,624,386 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