Search 30,000+ Investment Advisers

Updated April 2025

34,343 advisers found

Filing Fed Name Start Empl AUM AUM3y%∆ ▼ Eqt Muni
2025-01-21 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
2025-03-17 S FIRST FINANCIAL CONSULTING 2003-07-02 12 636,702,974 0 0 0
2025-03-04 S THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN, INC. 2014-03-28 43 559,996,298 0 0 0
2025-03-13 S RAMPART ASSET MANAGEMENT LLC 2014-05-05 4 411,229,731 0 0 0
2024-12-23 S TECHNOMART RGA INC 2003-12-19 7 337,949,124 0 0 0
2025-03-07 S AIS PLANNING 2008-12-15 13 334,822,289 0 0 0
2024-02-22 S KELMAR CAPITAL MANAGEMENT, LLC 2001-10-03 1 318,100,000 0 0 0
2025-03-19 S CAPSTONE WEALTH 2012-02-27 6 301,108,894 0 0 0
2024-04-26 S CERTIS CAPITAL MANAGEMENT, INC. 2008-01-01 7 294,564,000 0 0 0
2025-02-10 S CHURCHILL FINANCIAL, LLC 1999-07-02 7 281,569,253 0 0 0
2024-11-07 S METAMORPHIC CAPITAL 2025-02-13 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
2024-12-19 S KINEO CAPITAL LLC 2021-06-28 2 258,000,000 0 0 0
2025-03-13 S THE EVERGREEN ADVANTAGE MANAGEMENT, INC. 2019-04-30 4 255,000,000 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