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SEC data October 1, 2026
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SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeEvery SEC-registered adviser, 17,210 firms, from Form ADV filings as of October 1, 2026.
1 firm manage $2.3B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1EFG Private Wealth Management (americas) Corp.Miami, FL | FL | $2.3B | +20% | 479 | $3M | 25 | EFG Bank AG; BNY Pershing; EFG Bank & Trust (bahamas) LTD. |