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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.
3 firms manage $18B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Penserra Capital Management LLCOrinda, CA | CA | $18B | +52% | 49 | $357M | 7 | – | |
| 2Penserra Wealth ManagementOrinda, CA | CA | $3M | – | 8 | $313K | 1 | Charles Schwab | |
| 3Penserra Global Investors LLCOrinda, CA | CA | $2 | −100% | 0 | $2 | 10 | – |