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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 $846M
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Caldwell Sutter Capital, Inc.Sausalito, CA | CA | $606M | +6.1% | 546 | $1M | 5 | Wedbush Securities; Charles Schwab | – | |
| 2Amicorp 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 | |
| 3Qapital Invest, LLCNew York, NY | NY | $52M | +41% | 38,446 | $1K | 1 | Apex Fintech; Wedbush Securities | Lightspeed Financial Services Group LLC; Wedbush & Co., LLC; Wedbush Europe LTD.; Wedbush Securities Inc. |