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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.
2 firms manage $5.9B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Insigneo Advisory Services, LLCMiami, FL | FL | $5.2B | +43% | 4,473 | $1M | 178 | BNY Pershing | |
| 2Maximai Investment Partners, LLCCoral Gables, FL | FL | $696M | +29% | 171 | $714K | 5 | Charles Schwab; BNY Pershing |