Search 30,000+ Investment Advisers

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35,233 advisers found

Filing Fed Name Start Empl AUM ▲ AUM3y%∆ Eqt Muni
2025-01-27 F WAGN ADVISORY SERVICES, LLC 2021-02-19 2 0 0 0 0
2024-01-27 F FICAST CORPORATION 2011-10-20 2 0 0 0 0
2025-03-24 F TSCG INVESTORS, LLC 1988-11-25 5 0 0 0 0
2024-11-22 F ROI ADVISORY 2024-01-03 5 0 0 0 0
2022-03-09 F DNDRO INC. 2021-04-06 1 0 0 0 0
2025-03-26 F TAULA CAPITAL MANAGEMENT (DIFC) LTD 2025-04-07 3 0 0 0 0
2025-03-28 F NATIONAL REAL ESTATE ADVISORS 2009-10-26 44 0 0 0 0
2025-03-27 F HIGGINBOTHAM RETIREMENT ADVISORS, INC. 2004-02-06 3 0 0 0 0
2025-06-09 F IFC INVESTMENT MANAGEMENT, LLC 2021-04-21 46 0 0 0 0
2025-07-18 F BOFA SECURITIES, INC. 2018-03-29 317 0 0 0 0
2024-05-03 F UPSTREAM LIFE WEALTH MANAGEMENT LLC 2024-05-08 4 0 0 0 0
2025-07-29 F INSTITUTIONAL SHAREHOLDER SERVICES INC. 1997-12-22 3,900 0 0 0 0
2025-05-09 F GENESIS INVESTMENT MANAGEMENT, LLP 2004-04-27 10 0 -100 0 0
2025-03-26 F MORNINGSTAR RESEARCH SERVICES LLC 2016-11-14 129 0 0 0 0
2024-12-21 F RETIREMENT SPECIALTY GROUP, INC. 2022-05-25 3 0 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