Search 30,000+ Investment Advisers

Updated April 2025

34,343 advisers found

Filing Fed Name Start ▼ Empl AUM AUM3y%∆ Eqt Muni
2025-02-10 S CURTIS FINANCIAL PLANNING 2025-03-22 1 129,600,000 0 0 0
2024-03-26 S LYNCH FINANCIAL ADVISORS 2025-03-22 2 69,000,000 0 0 0
2024-01-29 S BLACK WALNUT ADVISORS LLC 2025-03-22 1 57,805,705 0 0 0
2024-02-07 S OPEN DOOR FINANCIAL 2025-03-22 2 26,506,216 0 0 0
2024-03-29 S HIGHTREE ADVISORS, LLC 2025-03-22 2 0 0 0 0
2025-03-20 S CURTIS CAPITAL ADVISORS 2025-03-21 2 125,478,000 0 0 0
2024-07-22 S OAK SUMMIT WEALTH MANAGEMENT, INC. 2025-03-21 2 53,606,206 0 0 0
2024-03-26 S TAG INVESTMENT ADVISORS, LLC 2025-03-21 1 10,674,212 0 0 0
2024-07-25 S QUANTITATIVE ASSET ALLOCATION DECISIONS, LLC 2025-03-21 1 6,200,000 0 0 0
2025-03-05 S EG CAPITAL MANAGEMENT 2025-03-21 1 0 0 0 0
2025-03-20 S ENDURING FINANCIAL 2025-03-21 1 0 0 0 0
2025-03-20 S THE GRIMM GROUP 2025-03-21 1 0 0 0 0
2025-03-21 S MINT AND MEASURE ADVISORS 2025-03-21 1 0 0 0 0
2025-03-20 S ROYAL PALMS CAPITAL, LLC 2025-03-20 1 101,094,259 0 0 0
2024-09-04 S DEVONSHIRE ASSET MANAGEMENT, INC. 2025-03-20 2 98,896,575 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