ADVDB | Registered Investment Adviser Database

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      Updated November 2024
    
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33,684 advisers found

                      Filing ▼
                    
                      Fed
                    
                      Name
                    
                      Start
                    
                      Empl
                    
                      AUM
                    
                      AUM3y%∆
                    
                      Eqt
                    
                      Muni
                    
                        2024-11-18
                      
                        S
                      
                        TREND TRADE PRO, LLC
                      
                        2023-10-27
                      
                        1
                      
                        182,267,400
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-11-18
                      
                        S
                      
                        PALISADE WEALTH MANAGEMENT
                      
                        2008-09-25
                      
                        3
                      
                        116,000,000
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-11-18
                      
                        S
                      
                        FORTRESS FINANCIAL SOLUTIONS, LLC
                      
                        2007-10-25
                      
                        6
                      
                        112,989,956
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-11-18
                      
                        S
                      
                        BROADVIEW WEALTH MANAGEMENT, LLC
                      
                        2024-11-18
                      
                        1
                      
                        109,000,000
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-11-18
                      
                        S
                      
                        WHEELS UP WEALTH, INC.
                      
                        2020-03-19
                      
                        5
                      
                        103,957,971
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-11-18
                      
                        S
                      
                        FERGERSON FINANCIAL LLC
                      
                        2006-03-29
                      
                        1
                      
                        94,791,022
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-11-18
                      
                        S
                      
                        INTREPID WEALTH PARTNERS, LLC
                      
                        2024-01-29
                      
                        2
                      
                        42,000,000
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-11-18
                      
                        S
                      
                        RISE RETIREMENT, LLC
                      
                        2018-12-14
                      
                        3
                      
                        39,689,143
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-11-18
                      
                        S
                      
                        ONE XVI WEALTH
                      
                        2024-04-05
                      
                        1
                      
                        37,173,049
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-11-18
                      
                        S
                      
                        ROTHAMEL WEALTH MANAGEMENT, LLC
                      
                        2019-05-09
                      
                        2
                      
                        36,577,623
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-11-18
                      
                        S
                      
                        CROWN PRIVATE WEALTH, LLC
                      
                        2021-02-09
                      
                        2
                      
                        35,575,572
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-11-18
                      
                        S
                      
                        ELEVATION WEALTH PARTNERS, LLC
                      
                        2023-02-04
                      
                        3
                      
                        34,768,185
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-11-18
                      
                        S
                      
                        MC FINANCIAL MANAGEMENT, INC.
                      
                        1999-01-01
                      
                        1
                      
                        34,090,102
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-11-18
                      
                        S
                      
                        SERCO INVESTMENTS INC.
                      
                        2022-02-16
                      
                        1
                      
                        33,000,000
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-11-18
                      
                        S
                      
                        OAKLEAF ASSET ADVISORS
                      
                        2010-04-19
                      
                        1
                      
                        28,281,110
                      
                        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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