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34,588 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
2025-03-31 S ARIS INVESTING 2023-05-16 17 1,119,022,028 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
2025-03-28 S KELMAR CAPITAL MANAGEMENT, LLC 2001-10-03 1 411,900,000 0 0 0
2025-04-28 S RAMPART ASSET MANAGEMENT LLC 2014-05-05 4 411,229,731 0 0 0
2025-04-16 S 55 NORTH PRIVATE WEALTH 2023-05-02 6 366,783,137 0 0 0
2024-12-23 S TECHNOMART RGA INC 2003-12-19 7 337,949,124 0 0 0
2025-03-07 S AIS PLANNING 2008-12-15 13 334,822,289 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 2025-02-13 2 274,802,051 0 0 0
2025-04-03 S PROFESSIONAL FINANCIAL MANAGEMENT, INC. 1993-01-01 2 265,256,270 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