Search 33,000+ Investment Advisers

Updated October 2024

33,470 advisers found

Filing ▼ Fed Name Start Empl AUM AUM3y%∆ Eqt Muni
2024-10-03 S FORT STREET ASSET MANAGEMENT LLC 2019-11-27 3 126,000,000 0 0 0
2024-10-03 S OXFORD CAPITAL MANAGEMENT 1997-11-10 2 125,000,000 0 0 0
2024-10-03 S METANOIA FINANCIAL, LLC 2010-01-07 3 117,930,952 0 0 0
2024-10-03 S PACIFIC COAST INVESTMENT ADVISORS, LLC 2012-03-12 1 113,868,878 0 0 0
2024-10-03 S CMG FINANCIAL CONSULTING 2017-04-26 4 105,054,607 0 0 0
2024-10-03 S STONE STEPS FINANCIAL, LLC 2015-04-03 4 105,000,000 0 0 0
2024-10-03 S NORTHSTAR CAPITAL INC 2012-11-01 4 96,456,606 0 0 0
2024-10-03 S THOMPSON CREEK WEALTH ADVISORS 2009-10-13 1 91,839,172 0 0 0
2024-10-03 S KNECHT CAPITAL MANAGEMENT, LLC 2022-09-13 1 79,367,936 0 0 0
2024-10-03 S RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD. 2023-10-18 11 77,014,832 0 0 0
2024-10-03 S FINANCIAL VISION ADVISORY SERVICES, LLC 2003-04-08 1 63,394,220 0 0 0
2024-10-03 S PRESERVE PRIVATE WEALTH, LLC 2023-02-09 2 60,450,000 0 0 0
2024-10-03 S BRANCH CAPITAL MANAGEMENT 2015-11-03 2 57,642,478 0 0 0
2024-10-03 S ADAPTFIRST INVESTMENTS LLC 2017-08-09 12 55,304,957 0 0 0
2024-10-03 S LUCID WEALTH PLANNING LLC 2019-08-13 2 53,201,937 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