New Filings (July 2026)

These are all of the Investment Advisor and Exempt Registered Advisor filings submitted last month. Duplicate entries represent subsequent filings submitted. Look at the provided timestamps to determine the most recent filing.

Total Advisors: 1162 Clear Filters
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Alaska (AK) 1 Filing

Alabama (AL) 4 Filings

Arkansas (AR) 2 Filings

Arizona (AZ) 4 Filings

California (CA) 137 Filings

Colorado (CO) 27 Filings

Connecticut (CT) 47 Filings

Delaware (DE) 9 Filings

Florida (FL) 58 Filings

Georgia (GA) 13 Filings

Illinois (IL) 45 Filings

Indiana (IN) 5 Filings

Kansas (KS) 3 Filings

Kentucky (KY) 2 Filings

Louisiana (LA) 2 Filings

Massachusetts (MA) 49 Filings

Maryland (MD) 9 Filings

Maine (ME) 2 Filings

Michigan (MI) 9 Filings

Minnesota (MN) 6 Filings

Missouri (MO) 9 Filings

Mississippi (MS) 1 Filing

North Carolina (NC) 12 Filings

Nebraska (NE) 1 Filing

New Hampshire (NH) 1 Filing

New Jersey (NJ) 12 Filings

Nevada (NV) 4 Filings

New York (NY) 248 Filings

Ohio (OH) 20 Filings

Oklahoma (OK) 3 Filings

Oregon (OR) 2 Filings

Pennsylvania (PA) 33 Filings

Rhode Island (RI) 1 Filing

South Carolina (SC) 1 Filing

South Dakota (SD) 1 Filing

Tennessee (TN) 13 Filings

Texas (TX) 54 Filings

Utah (UT) 9 Filings

Virginia (VA) 15 Filings

Vermont (VT) 1 Filing

Washington (WA) 12 Filings

Wisconsin (WI) 4 Filings

Wyoming (WY) 1 Filing

Foreign / International 270 Filings