Search 30,000+ Investment Advisers

Updated April 2025

34,343 advisers found

Filing Fed Name Start Empl ▼ AUM AUM3y%∆ Eqt Muni
2025-02-19 S JOSEPH M. SEBO, CFP INC. 2022-11-18 3,004,501 1,680,000 0 0 0
2025-02-18 F LPL FINANCIAL LLC 1975-08-25 35,841 463,475,486,343 15 64,886,568,088 0
2025-03-03 F MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 1978-12-08 34,934 1,271,593,679,276 -1 445,057,787,746 76,295,620,756
2025-02-14 F CHARLES SCHWAB & CO., INC. 1987-07-24 29,350 0 0 0 0
2025-02-03 F MORGAN STANLEY 2009-05-11 29,300 1,402,425,838,334 7 782,130,662,716 69,833,094,885
2025-02-20 F EDWARD JONES 1963-10-24 29,003 824,988,034,503 26 280,495,931,731 8,249,880,345
2025-03-05 F WELLS FARGO ADVISORS 1990-10-05 19,871 558,464,518,060 -14 189,877,713,138 22,338,554,486
2025-02-14 F FIDELITY PERSONAL AND WORKPLACE ADVISORS 2017-11-13 15,424 818,776,100,963 13 163,755,220,192 16,375,522,019
2025-01-29 F RAYMOND JAMES & ASSOCIATES, INC. 1974-12-19 13,966 433,814,330,581 31 195,216,448,761 17,352,573,223
2025-02-28 F AMERIPRISE FINANCIAL SERVICES, LLC 1986-12-05 13,903 479,793,782,427 5 91,160,818,661 4,797,937,824
2024-12-05 F UBS FINANCIAL SERVICES INC. 1971-01-22 12,701 702,387,082,915 1 280,903,531,416 56,180,706,283
2025-02-25 F RBC CAPITAL MARKETS, LLC 1977-06-02 8,476 259,962,335,074 29 108,942,214,656 10,375,449,014
2025-03-03 F CITIGROUP GLOBAL MARKETS INC. 1964-02-23 7,830 40,516,482,275 -8 12,154,944,682 3,646,483,404
2025-02-27 F J.P. MORGAN SECURITIES LLC 1965-04-03 7,685 249,730,934,760 9 57,438,114,994 34,962,330,866
2025-02-19 F MML INVESTORS SERVICES, LLC 1993-07-13 7,130 72,827,710,537 16 13,108,987,896 1,456,554,210

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