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34,703 advisers found

Filing Fed Name Start ▼ Empl AUM AUM3y%∆ Eqt Muni
2025-04-15 S HERITAGE CAPITAL, LLC 2025-05-22 3 128,908,923 0 0 0
2025-04-21 S SUMMIT FINANCIAL PARTNERS, INC. 2025-05-22 3 124,518,239 0 0 0
2025-03-14 S TRANQUIL ASSET MANAGEMENT LLC 2025-05-22 1 11,800,000 0 0 0
2025-01-27 S DSM CAPITAL WEALTH MANAGEMENT, LLC 2025-05-22 1 1,086,197 0 0 0
2025-04-27 S FIRETOWER ADVISORS 2025-05-22 1 0 0 0 0
2025-04-29 S APTION ADVISORS 2025-05-22 1 0 0 0 0
2025-02-24 S IRA GROUP, INC. 2025-05-21 17 13,197,612,044 34 0 0
2025-05-21 S OPAL ADVISORS 2025-05-21 4 121,504,152 0 0 0
2025-01-15 S FREEDOM WEALTH MANAGEMENT 2025-05-21 1 23,273,465 0 0 0
2021-03-31 S QUANTACT CAPITAL ADVISORS LLC 2025-05-21 1 1,831,796 0 0 0
2025-01-02 S PATRICK T. CONLIN 2025-05-21 1 1,100,000 0 0 0
2025-04-24 S FP INVESTMENT 2025-05-21 1 0 0 0 0
2025-05-21 S WONDERLAND FINANCIAL PLANNING 2025-05-21 1 0 0 0 0
2025-03-19 S RT CARROLL & COMPANY 2025-05-21 1 0 0 0 0
2025-05-15 S BESTVEST INVESTMENTS, LTD. 2025-05-21 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