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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.
5 firms manage $1.2B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Hoxton WealthOrlando, FL | FL | $804M | +71% | 1,378 | $583K | 34 | Interactive Brokers; Rl360; Novia Global | – | |
| 2Blacktower Financial Management (US) LLCOrlando, FL | FL | $254M | +107% | 479 | $531K | 28 | Rl360; Charles Schwab; BNY Pershing | – | |
| 3Wealthunite Advisors, LLCManhasset, NY | NY | $63M | +12% | 48 | $1M | 1 | Utmost Wealth Solutions; Rl360; Stocktrade; Charles Schwab | – | |
| 4Liberty Wealth ManagersNew York, NY | NY | $60M | −1.6% | 114 | $525K | 1 | Novia Global; Rl360 | – | |
| 5Archway Private Wealth LLCManchester, United Kingdom | United Kingdom | $17M | −1.0% | 37 | $468K | 3 | BNY Pershing; Rl360; Interactive Brokers; Novia Global LTD | – |