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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 $1.6B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Paradigm Investment ManagementMiami, FL | FL | $725M | +5.5% | 9 | $81M | 2 | Interactive Brokers; Creand Securities | – | |
| 2Creand ManagementMiami, FL | FL | $507M | −5.0% | 134 | $4M | 14 | Creand Securities | Beta Capital Securities LLC; Creand Securities Panama SA | |
| 3Precise Investment Management, Inc.Highland Park, IL | IL | $349M | +406% | 88 | $4M | 6 | UBS; Creand Securities; BNY Pershing; CBH Bank; Axos; J.P. Morgan; Itau International Securities; Citi; Stonex Financial; Interactive Brokers | Insight Securities; Insight Securities, Inc. |