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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 $1.5B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Seaview Investment Managers LLCCoral Gables, FL | FL | $1.4B | −4.4% | 81 | $858K | 9 | BNY Pershing | |
| 2Actitrust Wealth Management LLCPlantation, FL | FL | $141M | +13% | 110 | $931K | 6 | Safra Securities; Interactive Brokers; Folio; Morgan Stanley; BNY Pershing |