Search 30,000+ Investment Advisers

Updated April 2025

34,343 advisers found

Filing Fed ▼ Name Start Empl AUM AUM3y%∆ Eqt Muni
2025-02-24 S IRA GROUP, INC. 2005-04-07 17 13,197,612,044 34 0 0
2025-03-20 S MONEY CONCEPTS ADVISORY SERVICE 2020-10-28 431 3,328,625,395 -7 0 0
2025-03-12 S CAPITA FINANCIAL NETWORK, LLC 2025-02-08 52 1,849,625,913 17 0 0
2024-03-29 S SMITH MOORE & CO. 2019-10-28 65 1,705,976,563 9 0 0
2025-01-21 S PINNACLE INVESTMENTS, LLC 2019-05-02 61 1,069,846,994 22 0 0
2025-03-21 S PRIVATE CLIENT SERVICES, LLC 2018-07-05 60 1,051,273,980 38 0 0
2025-01-21 S BLACKBAY CAPITAL ADVISORS LLC 2008-03-28 2 950,000,000 0 0 0
2024-04-23 S LAFISE SECURITIES CORPORATION 2024-04-03 2 736,018,633 0 0 0
2025-01-22 S ALDEN CAPITAL 2018-10-10 19 657,249,584 -2 0 0
2025-03-17 S FIRST FINANCIAL CONSULTING 2003-07-02 12 636,702,974 0 0 0
2025-03-04 S THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN, INC. 2014-03-28 43 559,996,298 0 0 0
2025-03-13 S RAMPART ASSET MANAGEMENT LLC 2014-05-05 4 411,229,731 0 0 0
2024-03-08 S 10TH MOUNTAIN, LLC 2017-01-31 2 410,653,320 16 0 0
2025-02-25 S OPTIMIZED INVESTMENT PARTNERS, LLC 2022-07-28 5 383,000,000 0 0 0
2025-02-12 S SEYMOUR ASSET MANAGEMENT LLC 2018-03-29 1 367,000,000 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