ADVDB | Registered Investment Adviser Database

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      Updated November 2024
    
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                            ALTRUIST
                        
                            AMERICAN ENTERPRISE
                        
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33,684 advisers found

                      Filing
                    
                      Fed
                    
                      Name
                    
                      Start ▲
                    
                      Empl
                    
                      AUM
                    
                      AUM3y%∆
                    
                      Eqt
                    
                      Muni
                    
                        2024-05-01
                      
                        F
                      
                        BARINGS LLC
                      
                        1940-11-01
                      
                        985
                      
                        307,726,562,224
                      
                        11
                      
                        2,396,759,590
                      
                        4,793,519,180
                      
                        2024-10-02
                      
                        F
                      
                        DWS INVESTMENT MANAGEMENT AMERICAS, INC.
                      
                        1940-11-01
                      
                        487
                      
                        173,044,132,320
                      
                        -14
                      
                        13,817,429,917
                      
                        6,908,714,958
                      
                        2024-10-29
                      
                        F
                      
                        EVERETT HARRIS & CO
                      
                        1940-11-01
                      
                        18
                      
                        10,042,024,708
                      
                        12
                      
                        7,330,678,036
                      
                        100,420,247
                      
                        2024-03-26
                      
                        F
                      
                        BECK, MACK & OLIVER LLC
                      
                        1940-11-01
                      
                        21
                      
                        4,760,323,449
                      
                        27
                      
                        4,093,537,180
                      
                        44,494,969
                      
                        2024-04-17
                      
                        F
                      
                        ST. DENIS J. VILLERE & CO., LLC
                      
                        1940-11-01
                      
                        4
                      
                        1,646,093,931
                      
                        -28
                      
                        1,137,338,854
                      
                        29,541,268
                      
                        2024-10-03
                      
                        F
                      
                        HOWE AND RUSLING, INC.
                      
                        1941-01-03
                      
                        23
                      
                        1,675,101,033
                      
                        21
                      
                        1,005,060,619
                      
                        150,759,092
                      
                        2024-10-24
                      
                        F
                      
                        T. ROWE PRICE ASSOCIATES, INC.
                      
                        1947-03-29
                      
                        3,814
                      
                        1,752,267,028,988
                      
                        -4
                      
                        96,634,806,186
                      
                        1,442,310,540
                      
                        2024-05-14
                      
                        F
                      
                        WILLIAM BLAIR & COMPANY L.L.C.
                      
                        1947-12-24
                      
                        440
                      
                        49,981,350,919
                      
                        18
                      
                        29,428,193,122
                      
                        1,995,131,737
                      
                        2024-04-01
                      
                        F
                      
                        BISHOP & ASSOCIATES INC
                      
                        1950-03-01
                      
                        3
                      
                        103,580,000
                      
                        7
                      
                        68,362,800
                      
                        1,035,800
                      
                        2024-04-23
                      
                        F
                      
                        MEYER HANDELMAN COMPANY LLC
                      
                        1951-08-19
                      
                        15
                      
                        2,873,691,547
                      
                        23
                      
                        2,672,533,138
                      
                        28,736,915
                      
                        2024-07-18
                      
                        F
                      
                        OPPENHEIMER & CO. INC.
                      
                        1955-02-09
                      
                        2,812
                      
                        27,451,266,086
                      
                        21
                      
                        7,956,841,003
                      
                        274,373,827
                      
                        2024-08-14
                      
                        F
                      
                        SHUFRO, ROSE & CO., LLC
                      
                        1955-04-07
                      
                        26
                      
                        2,000,848,944
                      
                        10
                      
                        1,120,475,408
                      
                        0
                      
                        2024-10-22
                      
                        F
                      
                        INVESCO INVESTMENT ADVISERS LLC
                      
                        1958-04-06
                      
                        10
                      
                        5,094,496,906
                      
                        -37
                      
                        0
                      
                        0
                      
                        2024-03-27
                      
                        F
                      
                        FAYEZ SAROFIM & CO.
                      
                        1958-07-16
                      
                        52
                      
                        31,426,186,064
                      
                        14
                      
                        24,306,965,736
                      
                        0
                      
                        2024-03-28
                      
                        F
                      
                        DODGE & COX
                      
                        1959-03-14
                      
                        306
                      
                        362,992,567,571
                      
                        12
                      
                        29,263,347,895
                      
                        4,180,478,270
                      
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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