Search 30,000+ Investment Advisers

Updated April 2025

34,343 advisers found

Filing ▼ Fed Name Start Empl AUM AUM3y%∆ Eqt Muni
2025-03-22 S HARMAN ROGOWSKI & ASSOCIATES 2013-12-02 4 105,491,898 0 0 0
2025-03-22 S DAVID B. PATSTON, CPA, CFA 2004-12-15 1 97,625,525 0 0 0
2025-03-22 S ABBEY HILL FINANCIAL ADVISORS, LLC 2004-01-02 1 85,902,261 0 0 0
2025-03-22 S GESAR CAPITAL MANAGEMENT 2010-12-22 1 74,684,000 0 0 0
2025-03-22 S OMNIA FINANCE, LLC 2018-06-26 1 73,763,618 0 0 0
2025-03-22 S VIRGINIA INVESTMENT ADVISORY, INC. 1995-07-27 2 73,393,842 0 0 0
2025-03-22 S MCGUIGAN FINANCIAL, LLC 2018-12-14 1 71,577,051 0 0 0
2025-03-22 S PROSPERITUS WEALTH ADVISORS 2020-01-21 7 60,400,000 0 0 0
2025-03-22 S SEBETIC ADVISORS, LLC 2019-12-03 1 57,876,602 0 0 0
2025-03-22 S LARSON, ORLAN BLAINE 2001-09-04 2 56,121,690 0 0 0
2025-03-22 S BURR & COMPANY, LLC 2012-07-24 1 52,889,223 0 0 0
2025-03-22 S SNIDER TALBOT FINANCIAL PLANNING LLC 2007-12-05 4 52,245,377 0 0 0
2025-03-22 S THE WOLTER GROUP, INC. 2018-07-17 3 46,986,512 0 0 0
2025-03-22 S BRIGHTSTONE ADVISORS LLP 2009-08-04 3 46,719,939 0 0 0
2025-03-22 S CHANGE WEALTH ADVISORS 2024-05-01 2 46,292,801 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