Search 30,000+ Investment Advisers

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34,703 advisers found

Filing Fed Name Start Empl AUM ▲ AUM3y%∆ Eqt Muni
2024-02-08 S AGILE ASSET MANAGEMENT 2013-12-06 1 0 0 0 0
2024-03-15 S NEXTGEN HEALTHCARE ADVISORS LLC 2024-03-01 1 0 0 0 0
2024-08-28 S HEARD FINANCIAL LLC 2025-04-11 1 0 0 0 0
2024-11-07 S STELLAR FINANCIAL HEALTH 2024-11-07 1 0 0 0 0
2023-09-19 F DAVID KEMP BATTLE CORP. 1970-01-01 1 0 0 0 0
2025-01-30 F WILLOW CREEK CAPITAL MANAGEMENT, INC. 2025-01-17 3 0 0 0 0
2024-02-19 S G. MURPHY & ASSOCIATES, INC. 1991-09-10 7 0 0 0 0
2025-03-09 S FRANK & KRAFT WEALTH COACHING, INC. 2025-04-11 1 0 0 0 0
2025-03-26 F FINANCEBUZZ 2024-03-29 130 0 0 0 0
2025-01-31 F LINCOLN INVESTMENT ADVISERS LLC 2024-01-02 6 0 0 0 0
2023-08-14 S BASIS TAX ADVISORY LLC 2024-03-27 1 0 0 0 0
2024-03-28 F COUNCILOR, BUCHANAN & MITCHELL, P. C. (CBM) 2018-04-19 100 0 0 0 0
2025-03-20 F DRIVEADVISORY, LLC 2021-12-16 3 0 0 0 0
2024-10-08 F NEPSIS ADVISOR SERVICES, INC. 2012-04-04 0 0 0 0 0
2022-08-25 F COMMUNITY CURE INC 2020-01-08 1 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