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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 $1.3B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Ventira Private Wealth Management LTD.Zurich, Switzerland | Switzerland | $682M | +26% | 85 | $8M | 3 | Julius BAR; Vontobel; LGT Switzerland; Pictet; Hypothekarbank Lenzburg | – | |
| 2PinvestCoral Gables, FL | FL | $377M | +37% | 6 | $63M | 2 | Wells Fargo; Julius BAR; UBS; BNY; Bank SYZ LTD; Lombard Odier; Banque Pictet & CIE SA; Interactive Brokers | – | |
| 33j CapitalSAO Paulo, Brazil | Brazil | $238M | +23% | 141 | $2M | 4 | Julius BAR; CBH | Blue Castle Capital Management LLP |