Search 33,000+ Investment Advisers

Updated November 2024

33,684 advisers found

Filing Fed Name Start Empl AUM AUM3y%∆ Eqt ▼ Muni
2024-10-03 F MORGAN STANLEY 2009-05-11 29,300 1,402,425,838,334 30 782,130,662,716 69,833,094,885
2024-10-29 F MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 1978-12-08 34,934 1,271,593,679,276 17 445,057,787,746 76,295,620,756
2024-06-26 F UBS FINANCIAL SERVICES INC. 1971-01-22 12,701 702,387,082,915 23 280,903,531,416 56,180,706,283
2024-10-18 F MANAGED ACCOUNT ADVISORS LLC 2007-02-27 61 691,908,159,462 31 269,844,182,190 55,352,652,756
2024-07-29 F FISHER INVESTMENTS 1987-03-26 3,525 276,890,013,440 73 249,613,901,567 0
2024-10-30 F BLACKROCK FINANCIAL MANAGEMENT, INC 1995-02-28 6,407 1,288,497,806,439 12 226,437,733,467 0
2024-09-04 F PARAMETRIC PORTFOLIO ASSOCIATES 2001-08-17 877 475,093,919,406 52 222,816,216,146 48,058,399,561
2024-10-01 F NORTHERN TRUST INVESTMENTS, INCORPORATED 1988-11-25 674 1,016,556,943,580 -1 215,631,452,119 26,539,255,645
2024-10-22 F EDWARD JONES 1963-10-24 29,309 692,248,248,508 33 207,674,474,552 6,922,482,485
2024-10-25 F WELLS FARGO ADVISORS 1990-10-05 19,871 558,464,518,060 -2 189,877,713,138 22,338,554,486
2024-10-30 F STRATEGIC ADVISERS LLC 1977-08-11 269 824,740,096,815 45 166,087,655,893 0
2024-10-04 F FIDELITY PERSONAL AND WORKPLACE ADVISORS 2017-11-13 15,424 818,776,100,963 45 163,755,220,192 16,375,522,019
2024-09-25 F RAYMOND JAMES & ASSOCIATES, INC. 1974-12-19 12,793 350,041,646,136 44 143,517,074,915 14,001,665,845
2024-06-28 F ASSET MANAGEMENT ONE CO., LTD. 1997-12-17 918 456,316,074,923 5 138,324,723,441 0
2024-09-02 F MITSUBISHI UFJ TRUST AND BANKING CORPORATION 2018-09-04 6,300 396,352,827,195 5 130,223,115,240 0

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