ADVDB | Registered Investment Adviser Database

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      Updated October 2024
    
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33,470 advisers found

                      Filing
                    
                      Fed
                    
                      Name
                    
                      Start ▼
                    
                      Empl
                    
                      AUM
                    
                      AUM3y%∆
                    
                      Eqt
                    
                      Muni
                    
                        2024-02-26
                      
                        S
                      
                        STONE WEALTH PARTNERS LLC
                      
                        2024-10-03
                      
                        5
                      
                        102,110,461
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-08-29
                      
                        S
                      
                        CRAFT ASSET MANAGEMENT
                      
                        2024-10-03
                      
                        7
                      
                        83,500,000
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-09-13
                      
                        S
                      
                        HIGHLINE PRIVATE WEALTH
                      
                        2024-10-03
                      
                        2
                      
                        0
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-10-03
                      
                        S
                      
                        401KLOGIC
                      
                        2024-10-03
                      
                        1
                      
                        0
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-08-20
                      
                        S
                      
                        GRADIENT CAPITAL
                      
                        2024-10-03
                      
                        1
                      
                        0
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-10-03
                      
                        S
                      
                        BOUNTIFUL FINANCIAL PLANNING
                      
                        2024-10-03
                      
                        1
                      
                        0
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-08-26
                      
                        S
                      
                        EPPES WEALTH MANAGEMENT
                      
                        2024-10-03
                      
                        1
                      
                        0
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-10-01
                      
                        S
                      
                        MINT ASSET MANAGEMENT LLC
                      
                        2024-10-02
                      
                        4
                      
                        43,864,045
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-07-26
                      
                        S
                      
                        LUMINA INVESTMENT ADVISORS LLC
                      
                        2024-10-02
                      
                        1
                      
                        10,983,347
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-08-06
                      
                        S
                      
                        OREKA WEALTH
                      
                        2024-10-02
                      
                        1
                      
                        0
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-01-12
                      
                        S
                      
                        CAPITAL RESOURCES, INC.
                      
                        2024-10-02
                      
                        91
                      
                        0
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-08-22
                      
                        S
                      
                        EXPANSION
                      
                        2024-10-02
                      
                        1
                      
                        0
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-07-29
                      
                        S
                      
                        ORBIS WEALTH MANAGEMENT
                      
                        2024-10-02
                      
                        1
                      
                        0
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-02-15
                      
                        S
                      
                        FINANCIAL PLAN DESIGN
                      
                        2024-10-02
                      
                        1
                      
                        0
                      
                        0
                      
                        0
                      
                        0
                      
                        2024-09-10
                      
                        S
                      
                        DOWNSHIFT FINANCIAL
                      
                        2024-10-01
                      
                        3
                      
                        102,760,000
                      
                        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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