ADVDB | Registered Investment Adviser Database

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      Updated October 2024
    
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                            ALTRUIST
                        
                            AMERICAN ENTERPRISE
                        
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ADVISOR ACTIVITIES

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33,470 advisers found

                      Filing
                    
                      Fed
                    
                      Name
                    
                      Start
                    
                      Empl
                    
                      AUM ▲
                    
                      AUM3y%∆
                    
                      Eqt
                    
                      Muni
                    
                        2024-07-08
                      
                        F
                      
                        MORNINGSTAR RESEARCH SERVICES LLC
                      
                        2016-11-14
                      
                        142
                      
                        0
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-03-28
                      
                        F
                      
                        KLINGENSTEIN FIELDS ADVISORS
                      
                        2019-05-29
                      
                        7
                      
                        0
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-09-26
                      
                        F
                      
                        BOFA SECURITIES, INC.
                      
                        2018-03-29
                      
                        314
                      
                        0
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-03-28
                      
                        F
                      
                        NEUBERGER BERMAN BD LLC
                      
                        1966-01-26
                      
                        1,094
                      
                        0
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-03-29
                      
                        F
                      
                        USAA INVESTMENT SERVICES COMPANY
                      
                        2022-08-03
                      
                        154
                      
                        0
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-03-22
                      
                        F
                      
                        ISECTORS, LLC
                      
                        2008-10-03
                      
                        4
                      
                        0
                      
                        -100
                      
                        0
                      
                        0
                      
                        2024-08-28
                      
                        F
                      
                        AVENTINE CAPITAL MANAGEMENT LLC
                      
                        2024-04-08
                      
                        2
                      
                        0
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-03-28
                      
                        F
                      
                        INSTITUTIONAL SHAREHOLDER SERVICES INC.
                      
                        1997-12-22
                      
                        3,600
                      
                        0
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-09-25
                      
                        F
                      
                        DEUTSCHE BANK SECURITIES INC.
                      
                        1973-11-12
                      
                        1,664
                      
                        0
                      
                        -100
                      
                        0
                      
                        0
                      
                        2024-04-01
                      
                        F
                      
                        NATIONAL VALUATION CONSULTANTS, INC
                      
                        2012-08-06
                      
                        6
                      
                        0
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-03-25
                      
                        F
                      
                        BILKEYKATZ INVESTMENT CONSULTANTS
                      
                        2003-02-21
                      
                        8
                      
                        0
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-03-28
                      
                        F
                      
                        U.S. INSTITUTIONAL CORPORATION
                      
                        2005-07-07
                      
                        4
                      
                        0
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-07-18
                      
                        F
                      
                        VESTED FINANCE
                      
                        2018-12-13
                      
                        58
                      
                        0
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-03-25
                      
                        F
                      
                        THIRD STAGE INVESTMENT GROUP, LLC
                      
                        2006-10-17
                      
                        3
                      
                        0
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-01-21
                      
                        F
                      
                        MBG RETIREMENT
                      
                        2004-02-06
                      
                        2
                      
                        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

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