Search 30,000+ Investment Advisers

ADVDB is updated near the end of every month

35,233 advisers found

Filing Fed Name Start Empl AUM ▲ AUM3y%∆ Eqt Muni
2025-03-28 F STARGAZE 2023-03-07 2 0 0 0 0
2025-02-19 F FINANCEHQ LLC 2023-03-23 2 0 0 0 0
2025-01-14 F STRATEGIC ASSET ALLIANCE 2008-11-24 4 0 0 0 0
2025-03-07 F HINDUJA-LYNX INVESTMENT ADVISORY, LLC 2018-02-06 4 0 0 0 0
2025-07-22 F MORNINGSTAR INVESTMENT SERVICES LLC 2001-07-09 7 0 -100 0 0
2025-03-27 F SHOREBIRD CAPITAL, LP 2016-10-28 4 0 -100 0 0
2025-03-24 F TSCG INVESTORS, LLC 1988-11-25 5 0 0 0 0
2025-03-26 F TAULA CAPITAL MANAGEMENT (DIFC) LTD 2025-04-07 3 0 0 0 0
2025-01-27 F WAGN ADVISORY SERVICES, LLC 2021-02-19 2 0 0 0 0
2025-04-09 F INNOVEST PORTFOLIO SOLUTIONS LLC 1996-03-19 61 0 0 0 0
2024-12-21 F RETIREMENT SPECIALTY GROUP, INC. 2022-05-25 3 0 0 0 0
2025-01-06 F PORTFOLIO MANAGEMENT TECHNOLOGY 1996-08-05 5 0 0 0 0
2025-03-28 F NATIONAL REAL ESTATE ADVISORS 2009-10-26 44 0 0 0 0
2024-01-27 F FICAST CORPORATION 2011-10-20 2 0 0 0 0
2025-03-26 F CHOREO PARTNER ALLIANCE, LLC 2023-05-03 14 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