Search 30,000+ Investment Advisers

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35,233 advisers found

Filing Fed Name Start Empl AUM AUM3y%∆ ▲ Eqt Muni
2025-04-08 F PUBLIC EQUITY PARTNERS 2003-07-18 1 33,000,000 -100 0 0
2025-05-08 F WMS PARTNERS, LLC 1994-06-14 0 9,338,019 -100 0 0
2024-03-27 F CARTICA MANAGEMENT, LLC 2008-07-25 4 1,662,094 -100 0 0
2025-03-31 F HARVEST CAPITAL STRATEGIES LLC 2006-02-01 57 1,054,943 -100 0 0
2025-03-27 F L & B REALTY ADVISORS, LLP 2005-08-31 85 265,111 -100 0 0
2025-03-28 F BLACKSTONE REAL ESTATE ADVISORS IV L.L.C. 2002-08-16 426 147,753 -100 0 0
2025-07-14 F VALLEY FINANCIAL MANAGEMENT, INC. 2018-07-27 102 55,000 -100 53,900 0
2025-06-20 F MANZIL INVESTMENT ADVISORS, LLC 2020-05-14 4 5,000 -100 4,900 0
2025-07-02 F ANT MONEY ADVISORS 2020-06-22 12 607 -100 157 0
2025-05-28 F GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC 2017-08-28 310 100 -100 0 0
2025-03-19 F BRAINS INVESTMENTS, LLC 2019-08-15 1 2 -100 2 0
2025-03-27 F SHOREBIRD CAPITAL, LP 2016-10-28 4 0 -100 0 0
2025-07-07 F INNOVATION PARTNERS LLC 2013-10-24 297 0 -100 0 0
2025-07-30 F BROOKSTONE WEALTH ADVISORS, LLC 2007-03-16 244 0 -100 0 0
2025-07-22 F MORNINGSTAR INVESTMENT SERVICES LLC 2001-07-09 7 0 -100 0 0

ADVDB.CO • AUM IN BILLIONS • % CHANGE CAPPED AT 10,000% • SMA AUM NOT AVAILABLE FOR MOST STATE ADVISERS • SOURCE: SEC FORM ADV