Search 30,000+ Investment Advisers

ADVDB is updated near the end of every month

34,898 advisers found

Filing Fed Name Start ▼ Empl AUM AUM3y%∆ Eqt Muni
2025-06-03 S CONVEXITAS 2025-06-24 4 163,704,000 0 0 0
2025-03-12 S ARCHAMBO FINANCIAL ADVISORS, INC. 2025-06-24 5 157,213,327 9 0 0
2025-03-04 S FINANCIAL NETWORK SPECIALISTS LLC 2025-06-24 1 115,174,403 0 0 0
2025-06-06 S WISCONSIN WEALTH ADVISORS, LLC 2025-06-24 3 114,201,602 0 0 0
2025-06-24 S SUSTAINVEST ASSET MANAGEMENT, LLC 2025-06-24 1 114,042,876 0 0 0
2025-04-14 S VIGO CAPITAL 2025-06-24 1 4,950,000 0 0 0
2025-06-24 S PEARTREE ADVISORY 2025-06-24 1 0 0 0 0
2025-03-06 S STONE BLUE CAPITAL 2025-06-24 1 0 0 0 0
2025-01-14 S SEAMFI 2025-06-24 1 0 0 0 0
2025-06-23 S GLACIER 2025-06-24 1 0 0 0 0
2025-06-24 S TAMALPAIS ASSET MANAGEMENT 2025-06-23 5 209,461,440 0 0 0
2025-06-23 S FINEC ASSET MANAGEMENT 2025-06-23 6 126,303,888 0 0 0
2025-06-17 S ILLUMINATE WEALTH MANAGEMENT 2025-06-23 4 120,089,076 0 0 0
2025-06-04 S BULWARK CAPITAL CORPORATION 2025-06-23 2 117,073,364 0 0 0
2025-05-14 S SHEA FINANCIAL ADVISORS 2025-06-23 2 116,521,879 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