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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.
6 firms manage $8.3B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1J. Safra Asset Management CorporationNew York City, NY | NY | $6.3B | +36% | 3,443 | $2M | 13 | BNY; Safra Securities; Fidelity; Northern Trust | Safra Securities; Safra Securities LLC | |
| 2Penso Advisors, LLCNew York, NY | NY | $1.1B | −14% | 4 | $265M | 2 | J.P. Morgan; Morgan Stanley; Safra Securities | – | |
| 3Loom Capital Management LLCNew York, NY | NY | $571M | +13% | 27 | $21M | 2 | Bank J. Safra Sarasin (bahamas) LTD.; Safra Securities; J.P. Morgan | – | |
| 4Simetria Advisory Group LLCMiami, FL | – | FL | $202M | – | 417 | $484K | 14 | Interactive Brokers; Safra Securities; Charles Schwab; UBS; Avenue Securities | Brasil Plural Securities; Brasil Plural Securities LLC; Luso Partners Sociedade Corretora, S.A. |
| 5Actitrust Wealth Management LLCPlantation, FL | FL | $141M | +13% | 110 | $1M | 6 | Safra Securities; Interactive Brokers; Folio; Morgan Stanley; BNY Pershing | Vectorglobal WMG |
1 more firm matches this screen.
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