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34,703 advisers found

Filing Fed Name Start Empl AUM AUM3y%∆ ▼ Eqt Muni
2025-03-28 S ODINGARD CAPITAL MANAGEMENT 2018-08-07 7 2,304,791,885 0 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
2025-03-17 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
2025-05-13 S AIS PLANNING 2008-12-15 12 485,133,788 0 0 0
2025-03-28 S KELMAR CAPITAL MANAGEMENT, LLC 2001-10-03 1 411,900,000 0 0 0
2025-05-13 S RAMPART ASSET MANAGEMENT LLC 2014-05-05 4 411,229,731 0 0 0
2025-05-12 S 55 NORTH PRIVATE WEALTH 2025-05-19 6 366,783,137 0 0 0
2024-12-23 S TECHNOMART RGA INC 2003-12-19 7 337,949,124 0 0 0
2025-02-10 S CHURCHILL FINANCIAL, LLC 1999-07-02 7 281,569,253 0 0 0
2025-03-31 S MIURA INVESTMENT ADVISORS, INC 2017-11-09 2 278,318,525 0 0 0
2024-11-07 S METAMORPHIC CAPITAL 2025-05-11 2 274,802,051 0 0 0
2025-03-28 S FINANCIAL MANAGEMENT STRATEGIES, LLC 2000-08-24 6 262,130,483 0 0 0
2024-09-09 S CORRELL CO. INVESTMENT SERVICES CORP. 2002-04-22 4 260,311,837 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