Search 30,000+ Investment Advisers

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34,898 advisers found

Filing Fed Name Start Empl AUM ▲ AUM3y%∆ Eqt Muni
2025-02-17 S KING AND COMPANY, INCORPORATED 2004-05-27 1 0 0 0 0
2025-03-06 S SMART FINANCIAL GROUP, LLC 2011-02-18 1 0 0 0 0
2025-03-19 S SKM PROFESSIONAL SERVICES, INC. 2014-08-22 1 0 0 0 0
2017-11-21 S CLEMENTE INVESTMENT SERVICES LLC 2001-01-02 2 0 0 0 0
2025-03-13 S PINNACLE ADVISORY SERVICES, LLC 2019-05-22 1 0 0 0 0
2025-01-30 S CREW WEALTH MANAGEMENT 2005-01-06 6 0 0 0 0
2025-03-28 F SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. 2007-09-27 3 0 0 0 0
2025-03-14 F SARTORIAL WEALTH INC. 2024-09-12 5 0 0 0 0
2025-04-16 F RETIREMENT RESEARCHER, LLC 2018-08-17 2 0 0 0 0
2017-05-25 S FRANK A. NEAYLON, LLC 2006-05-02 1 0 0 0 0
2024-12-09 F CAPITAL RESEARCH COMPANY 1997-10-27 87 0 0 0 0
2025-03-27 F WHITE ROCK RESOURCES HOLDINGS, LLC 2024-09-13 9 0 0 0 0
2025-03-28 F CARDINAL INVESTMENT ADVISORS, L.L.C. 2001-12-06 40 0 0 0 0
2025-03-31 F THIRD POINT PRIVATE CAPITAL LLC 2024-09-16 103 0 0 0 0
2024-07-22 S J.V. DELANEY & ASSOCIATES 2025-03-12 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