Search 33,000+ Investment Advisers

Updated November 2024

33,684 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
2024-10-15 S PINNACLE INVESTMENTS, LLC 2019-05-02 61 1,069,846,994 31 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
2024-04-23 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
2024-04-26 S FIRST FINANCIAL CONSULTING 2003-07-02 11 500,000,000 0 0 0
2024-03-08 S 10TH MOUNTAIN, LLC 2017-01-31 2 410,653,320 33 0 0
2024-11-01 S KDK PRIVATE WEALTH MANAGEMENT 2019-06-20 5 359,773,297 0 0 0
2024-01-04 S FC WEALTH SOLUTIONS LLC 2017-02-24 3 326,000,000 0 0 0
2024-02-22 S KELMAR CAPITAL MANAGEMENT, LLC 2001-10-03 1 318,100,000 0 0 0
2023-10-06 S TECHNOMART RGA INC 2003-12-19 7 304,812,986 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