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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 $2M
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Advisifi LLCSt Petersburg, FL | FL | $2M | +3.7% | 134 | $14K | 2 | Rqd* Clearing | Investifi Securities; Investifi Securities LLC | |
| 2Wealthie AdvisorsBrooklyn, NY | – | NY | $27K | – | 104 | $263 | 2 | Rqd* Clearing | – |