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35,233 advisers found

Filing ▼ Fed Name Start Empl AUM AUM3y%∆ Eqt Muni
2025-08-03 S G, G, & M FINANCIAL GOALS 2013-08-27 1 12,980,400 0 0 0
2025-08-02 S VON ADELUNG WEALTH MANAGEMENT 2005-06-21 5 72,078,988 0 0 0
2025-08-02 S BROOKSIDE STRATEGY AND CONSULTING 2025-07-23 1 22,070,000 0 0 0
2025-08-02 S T.L. EDDY FINANCIAL SERVICES, INC. 1996-10-02 1 5,500,000 0 0 0
2025-08-02 S MEADOWS WEALTH MANAGEMENT 2025-06-25 1 0 0 0 0
2025-08-02 S OMNI WEALTH PLANNING, LLC 2025-02-19 1 0 0 0 0
2025-08-01 S PROSPERITEA PLANNING 2016-01-25 4 124,992,422 0 0 0
2025-08-01 S PROFESSIONAL FINANCIAL MANAGEMENT, INC. 2010-06-30 5 96,565,073 0 0 0
2025-08-01 S VALOR INVESTMENTS AND PLANNING LLC 2023-02-06 10 80,708,986 0 0 0
2025-08-01 S IRVING PLANNING & INVESTMENTS, LTD. 2012-06-14 2 71,881,232 0 0 0
2025-08-01 S VIRTUS FINANCIAL GROUP 2023-03-08 14 70,100,911 0 0 0
2025-08-01 S KENSINGTON SECURITIES, LLC 2007-11-26 1 64,031,135 0 0 0
2025-08-01 S RCA WEALTH STRATEGIES LLC 2021-09-13 4 54,656,000 0 0 0
2025-08-01 S SANDERS RETIREMENT PLANNING LLC 2024-11-12 2 54,473,232 0 0 0
2025-08-01 S FOREVER FINANCIAL ADVISORS, LLC 2012-05-24 1 52,922,710 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