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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 $1.3B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Lafise Global Advisors LLCMiami, FL | FL | $699M | +28% | 0 | – | 1 | Stonex Securities; Interactive Brokers; BNY Pershing | Lafise Securities; Lafise Securities LLC | |
| 2Aqua Advisors LLCUnited States | United States | $299M | +35% | 51 | $6M | 2 | Citi; Stonex Securities; Morgan Stanley; UBS; J.P. Morgan; BNY Pershing; Santander Securities; Sabadell Securities USA; Credicorp Capital; D&p Corredores De Bolsa; XP Investments US; Banco Itau Uruguay S.A.; Charles Schwab | – | |
| 3Winebrenner Capital Management LLCLouisville, KY | KY | $260M | +7.1% | 459 | $567K | 5 | Charles Schwab; Stonex Securities | – |