Search 30,000+ Investment Advisers

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34,588 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
2024-04-29 F CAPITOLIS ADVISORS LLC 2021-08-13 29 30,000,000 -100 0 0
2025-02-14 F WMS PARTNERS, LLC 1994-06-14 0 8,459,030 -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
2024-11-21 S G.P. LEACH SECURITIES LLC 2024-12-16 1 345,000 -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
2025-02-07 F VALLEY FINANCIAL MANAGEMENT, INC. 2018-07-27 102 55,000 -100 53,900 0
2025-01-21 F MANZIL INVESTMENT ADVISORS, LLC 2020-05-14 1 5,000 -100 4,900 0
2025-03-19 F BRAINS INVESTMENTS, LLC 2019-08-15 1 2 -100 2 0
2025-03-19 F CARTA FINANCIERA 2021-06-29 5 0 -100 0 0
2024-03-29 F WEALTH PLANNING AND DESIGN LLC 1970-01-01 2 0 -100 0 0
2025-02-08 F SUPERFUND ADVISORS, INC. 2013-05-01 3 0 -100 0 0
2024-03-19 F CLERKIE ADVISORY LLC 2018-01-19 3 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