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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 $533M
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Consultiva Wealth Management, Corp.SAN Juan, PR | PR | $533M | +24% | 137 | $4M | 18 | Banco Popular De Puerto Rico; Huntleigh Securities | |
| 2Savile Capital Management LLCSAN Juan, PR | – | PR | $0 | – | 0 | – | 1 | – |
| 3Savile Private Wealth LLCSAN Juan, PR | – | PR | $0 | – | 0 | – | 1 | – |