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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 $900M
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1EVT Financial AdvisorsZurich, Switzerland | Switzerland | $499M | +25% | 124 | $4M | 3 | Vontobel; NPB | – | |
| 2Sequoia S.F.A.Zurich, Switzerland | Switzerland | $212M | +25% | 97 | $2M | 3 | Bank Vontobel AG; DZ Privatbank (schweiz) AG; NPB | – | |
| 3Amicorp Wealth ServicesMiami, FL | FL | $189M | +781% | 13 | $15M | 2 | NPB; Stonex Financial; Morgan Stanley; Wedbush Securities | Amergeris Global Markets (UK) LTD; Amicorp Asset Management Singapore PTE. LTD; Amicorp Capital (difc) LTD; Amicorp Capital (mauritius) LTD |