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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 $5.7B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1IPG Investment Advisors, LLCSAN Diego, CA | CA | $4.1B | +8.3% | 1,282 | $3M | 38 | BNY Pershing; Pictet | |
| 2Summa Corp.The Woodlands, TX | TX | $1.6B | +246% | 88 | $18M | 3 | J.P. Morgan; Goldman Sachs; Banque Pictet & CIE SA; Interactive Brokers |