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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 $165M
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Pinetree Advisors Corp.Miami, FL | FL | $120M | – | 33 | $4M | 2 | Merrill / Bank of America; LPL Financial; Jefferies; EFG International; Britannia Bank & Trust | – | |
| 2Ebco Trustee Services LTD Liab. Co.Chiasso, Ticino, Switzerland | – | Switzerland | $45M | – | 18 | $2M | 3 | EFG International; Morgan Stanley; Vontobel | – |