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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.
7 firms manage $280M
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Carry Advisors LLCBrooklyn, NY | NY | $181M | +81% | 3,375 | $54K | 2 | Drivewealth | Global Carry LLC | |
| 2Origin Investment Advisory LLCUnited States | United States | $35M | +1514% | 7,591 | $5K | 40 | Drivewealth | – | |
| 3Iqvestment, LLCUnited States | United States | $22M | +106% | 235 | $95K | 3 | Drivewealth; Green Pier Fintech; Interactive Brokers | – | |
| 4Ursa Financial, LLCUnited States | United States | $17M | +28% | 118 | $141K | 1 | Drivewealth | – | |
| 5MoneylionNew York, NY | NY | $12M | +10.0% | 732,776 | $17 | 0 | Drivewealth | Moneylion Securities LLC |
2 more firms match this screen.
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