Search 33,000+ Investment Advisers

Updated October 2024

33,470 advisers found

Filing Fed ▼ Name Start Empl AUM AUM3y%∆ Eqt Muni
2024-03-19 S IRA GROUP, INC. 2005-04-07 16 11,497,961,224 51 0 0
2024-07-01 S MONEY CONCEPTS ADVISORY SERVICE 2020-10-28 407 2,904,017,021 -12 0 0
2024-03-29 S SMITH MOORE & CO. 2019-10-28 65 1,705,976,563 34 0 0
2024-03-29 S PINNACLE INVESTMENTS, LLC 2019-05-02 61 964,888,091 18 0 0
2024-03-27 S BLACKBAY CAPITAL ADVISORS LLC 2008-03-28 2 950,000,000 0 0 0
2024-07-10 S PRIVATE CLIENT SERVICES, LLC 2018-07-05 60 845,810,789 86 0 0
2024-08-20 S NORTHSTAR FIDUCIARY PARTNERS, LLC 2016-09-30 2 771,692,414 0 0 0
2024-04-23 S LAFISE SECURITIES CORPORATION 2024-04-03 2 736,018,633 0 0 0
2024-03-19 S ALDEN CAPITAL 2018-10-10 19 657,249,584 37 0 0
2024-09-05 S THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN, INC. 2014-03-28 43 571,016,155 0 0 0
2024-02-15 S TYME ADVISORS 2024-09-09 1 532,237,783 0 0 0
2024-04-26 S FIRST FINANCIAL CONSULTING 2003-07-02 11 500,000,000 0 0 0
2024-02-06 S FLOREK FINANCIAL, LLC 2024-08-07 2 412,000,000 22 0 0
2024-03-08 S 10TH MOUNTAIN, LLC 2017-01-31 2 410,653,320 33 0 0
2024-05-01 S KDK PRIVATE WEALTH MANAGEMENT 2019-06-20 5 359,773,297 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