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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 $6.3B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Popular Asset ManagementSAN Juan, PR | PR | $3.7B | +29% | 5 | $218M | 13 | J.P. Morgan; Northern Trust; Charles Schwab | |
| 2Popular Securities, LLCHato REY, PR | PR | $2.6B | +16% | 2,403 | $947K | 45 | Fidelity |