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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.
49 firms manage $56B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Catalyst Capital Advisors LLCSAN Juan, PR | PR | $10B | +1.7% | 19 | $542M | 8 | – | ALT Fund Distributors LLC | |
| 2Applied Finance Capital Management, LLCSAN Juan, PR | PR | $4.4B | −8.7% | 19 | $234M | 2 | – | – | |
| 3Popular Asset ManagementSAN Juan, PR | PR | $3.7B | +29% | 5 | $742M | 13 | J.P. Morgan; Northern Trust; Charles Schwab | Popular Securities; Popular Securities, LLC | |
| 4Popular Securities, LLCHato REY, PR | PR | $2.6B | +16% | 2,403 | $1M | 45 | Fidelity | Popular Securities | |
| 5Rational Advisors, Inc.SAN Juan, PR | PR | $2.6B | +12% | 13 | $197M | 8 | – | ALT Fund Distributors LLC |
44 more firms match this screen.
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