Search 30,000+ Investment Advisers

ADVDB is updated near the end of every month

34,703 advisers found

Filing ▼ Fed Name Start Empl AUM AUM3y%∆ Eqt Muni
2025-05-22 S SUNRISE FINANCIAL SERVICES LLC 2023-05-17 5 114,418,000 0 0 0
2025-05-22 S MCCORMACK FINANCIAL PLANNING INC. 2012-04-20 5 103,000,000 0 0 0
2025-05-22 S MIDWEST FINANCIAL ASSOCIATES, INC. 2011-10-07 3 99,600,932 0 0 0
2025-05-22 S DRT FINANCIAL ADVISORS 1999-11-17 2 87,303,497 0 0 0
2025-05-22 S APOGEE WEALTH PARTNERS, LLC 2020-10-02 3 86,379,056 0 0 0
2025-05-22 S KINGWOOD INVESTMENT GROUP 2024-05-09 5 85,134,097 0 0 0
2025-05-22 S CUNNINGHAM WEALTH MANAGEMENT 2012-06-15 4 84,463,800 0 0 0
2025-05-22 S ANCHOR WEALTH ADVISORS, LLC 2019-04-02 1 59,465,113 0 0 0
2025-05-22 S BLUE ROCK FINANCIAL SERVICES, INC. 2009-09-23 1 57,600,000 0 0 0
2025-05-22 S THE SCHAMBER GROUP, INC. 2013-03-05 2 52,155,618 0 0 0
2025-05-22 S SWS ADVISORS, INC. 2008-03-05 7 50,618,150 0 0 0
2025-05-22 S CAPSTONE PACIFIC INVESTMENT STRATEGIES 2010-11-18 2 41,517,727 0 0 0
2025-05-22 S DIAMOND HEAD FINANCIAL ADVISORS LLC 2019-05-10 3 40,637,193 0 0 0
2025-05-22 S WOOD WEALTH GROUP, LLC 2024-02-09 3 36,339,441 0 0 0
2025-05-22 S EMPOWERING FINANCE, LLC 2020-10-02 1 32,964,347 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