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34,898 advisers found

Filing ▼ Fed Name Start Empl AUM AUM3y%∆ Eqt Muni
2025-06-24 S THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN, INC. 2014-03-28 43 559,996,298 0 0 0
2025-06-24 S TAMALPAIS ASSET MANAGEMENT 2025-06-23 5 209,461,440 0 0 0
2025-06-24 S TRUE BLUE FINANCIAL, LLC 2020-12-08 5 193,684,474 0 0 0
2025-06-24 S LEXINGTON HILL PARTNERS, LLC 2019-06-12 7 170,676,593 0 0 0
2025-06-24 S FORREST FINANCIAL SERVICES 2001-08-24 2 127,000,000 0 0 0
2025-06-24 S SUSTAINVEST ASSET MANAGEMENT, LLC 2025-06-24 1 114,042,876 0 0 0
2025-06-24 S BLUE CHIP FINANCIAL ADVISORS, LLP 2012-04-04 5 98,780,838 0 0 0
2025-06-24 S WESTERN RESERVE CAPITAL MANAGEMENT, LLC 2024-02-23 2 94,901,428 0 0 0
2025-06-24 S ORCHARD CITY WEALTH MANAGEMENT, LLC 2018-02-16 2 87,194,007 0 0 0
2025-06-24 S FINANCIAL PLANNING STRATEGIES, LLC 1996-01-29 3 77,626,886 0 0 0
2025-06-24 S FINISH WELL RIA LLC 2022-06-30 2 63,430,000 0 0 0
2025-06-24 S SUMMERS VALUE PARTNERS LLC 2018-09-06 3 54,770,000 0 0 0
2025-06-24 S PUGH WEALTH MANAGEMENT, LLC 2020-02-20 3 54,503,901 0 0 0
2025-06-24 S SAMUELS FINANCIAL SERVICES, INC. 1999-10-14 2 52,576,802 0 0 0
2025-06-24 S SEA CLEAR FINANCIAL PLANNING, LLC 2012-02-10 1 50,910,000 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