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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 $1.1B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Hoxton WealthOrlando, FL | FL | $804M | +71% | 1,378 | $583K | 34 | Interactive Brokers; Rl360; Novia Global | – | |
| 2Cross Border Wealth, LLCNew York, NY | NY | $222M | +60% | 531 | $418K | 7 | Novia Global; Charles Schwab; Interactive Brokers | – | |
| 3Liberty Wealth ManagersNew York, NY | NY | $60M | −1.6% | 114 | $525K | 1 | Novia Global; Rl360 | – |