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
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Default List Group by Location
Advisor Name Type Location Advisor AUM Filing Date Details
PROCYON
 IA SHELTON, CT $43,143,370
Jul 28, 2026 04:06 PM
PROCYON
 IA SHELTON, CT $43,143,370
Jul 28, 2026 03:20 PM
PROTEUS, LLC
 IA INDIANAPOLIS, IN $419,171,307
Jul 29, 2026 01:29 PM
PROTOCOL WEALTH, LLC
 IA DENVER, CO No funds
Jul 27, 2026 09:47 AM
PROVENIO CAPITAL
 IA NEWPORT BEACH, CA No funds
Jul 21, 2026 06:26 PM
PRYTANIA INVESTMENT ADVISORS LLP
 IA LONDON, [blank] $73,323,141
Jul 08, 2026 07:29 AM
QSO CAPITAL MANAGEMENT LLC
 IA FORT LAUDERDALE, FL $250,000,000
Jul 24, 2026 05:19 PM
QUAERO CAPITAL SA
 IA GENEVA, [blank] $1,207,125,350
Jul 31, 2026 09:20 AM
QUATTRO FINANCIAL ADVISORS
 IA MONTGOMERY, TX $1,049,524,293
Jul 21, 2026 02:23 PM
QUEEN'S PARK EQUITY LLP
 ERA LONDON, [blank] $676,715,650
Jul 27, 2026 03:42 AM
QUIET CIRCLE CAPITAL LLC
 ERA VENICE, CA No funds
Jul 23, 2026 03:42 AM
QUIET CIRCLE CAPITAL LLC
 ERA VENICE, CA No funds
Jul 14, 2026 03:42 AM
QUINBROOK INFRASTRUCTURE PARTNERS LLC
 IA NEW YORK, NY $8,952,975,520
Jul 28, 2026 11:56 AM
QUISH & CO. LTD
 ERA ZUG, [blank] No funds
Jul 07, 2026 03:42 AM
RBC ROCHDALE, LLC
 IA NEW YORK, NY No funds
Jul 31, 2026 10:20 AM
RCLCO FUND ADVISORS, LLC
 IA LOS ANGELES, CA $28,551,020
Jul 06, 2026 05:52 PM
RCLCO FUND ADVISORS, LLC
 IA LOS ANGELES, CA $28,551,020
Jul 01, 2026 04:36 PM
RCP ADVISORS 2, LLC
 IA DALLAS, TX $19,818,147,545
Jul 08, 2026 02:47 PM
READOUT CAPITAL, LP
 ERA [blank], [blank] $25,864,796
Jul 01, 2026 03:42 AM
RED ARTS CAPITAL MANAGEMENT, LLC
 IA CHICAGO, IL $619,466,715
Jul 27, 2026 11:53 AM
RED DOOR WEALTH MANAGEMENT, LLC
 IA MEMPHIS, TN $137,605,275
Jul 31, 2026 02:38 PM
RED DOOR WEALTH MANAGEMENT, LLC
 IA MEMPHIS, TN $137,605,275
Jul 28, 2026 04:36 PM
RED DOOR WEALTH MANAGEMENT, LLC
 IA MEMPHIS, TN $137,605,275
Jul 14, 2026 01:31 PM
RED DOOR WEALTH MANAGEMENT, LLC
 IA MEMPHIS, TN $137,605,275
Jul 10, 2026 01:48 PM
REGATTA CAPITAL GROUP, LLC
 IA EL SEGUNDO, CA $15,224,297
Jul 31, 2026 03:02 PM
REGATTA CAPITAL GROUP, LLC
 IA EL SEGUNDO, CA $15,224,297
Jul 02, 2026 10:47 AM
REICON WEALTH ADVISORS, LLC
 IA ATLANTA, GA $3,868,318
Jul 14, 2026 03:58 PM
REMY INVESTORS & CONSULTANTS, LLC
 IA LOS ANGELES, CA $258,558,180
Jul 01, 2026 04:14 PM
RENAISSANCE TECHNOLOGIES LLC
 IA NEW YORK, NY $87,190,176,526
Jul 01, 2026 03:23 PM
RENOVUS ASSOCIATES, LLC
 IA WAYNE, PA $1,803,579,535
Jul 31, 2026 11:25 AM
RENOVUS ASSOCIATES, LLC
 IA WAYNE, PA $1,803,579,535
Jul 31, 2026 11:12 AM
RERO LLC
 ERA SEATTLE, WA $120,900,000
Jul 27, 2026 03:42 AM
RESERVOIR OPERATIONS, L.P.
 IA NEW YORK, NY $364,762,933
Jul 15, 2026 05:51 PM
RETHINK CAPITAL PARTNERS, LLC
 IA WHITE PLAINS, NY $2,354,831,000
Jul 06, 2026 04:26 PM
RGA INVESTMENT ADVISORS, LLC
 IA GREAT NECK, NY $15,781,428
Jul 21, 2026 12:03 PM
RGA INVESTMENT ADVISORS, LLC
 IA GREAT NECK, NY $15,781,428
Jul 15, 2026 10:20 AM
RH NV ADVISORS LLC
 ERA NEW YORK, NY $279,385,268
Jul 23, 2026 03:42 AM
RHINO INVESTMENT PARTNERS, INC.
 IA WEST CONSHOHOCKEN, PA $254,454,000
Jul 28, 2026 04:35 PM
RIALTO CAPITAL MANAGEMENT, LLC
 IA MIAMI, FL $7,581,672,349
Jul 06, 2026 02:22 PM
RIDIRE CAPITAL MANAGEMENT LLC
 ERA [blank], [blank] $2,828,171
Jul 17, 2026 03:42 AM
RIOBLANCO CAPITAL LLC
 IA SAN JUAN, PR $171,968,389
Jul 30, 2026 06:15 PM
RIVONIA ROAD CAPITAL LLC
 IA SANTA MONICA, CA $246,010,594
Jul 17, 2026 03:01 PM
ROCKBRIDGE ASSET MANAGEMENT, LLC
 IA ALEXANDRIA, VA $51,701,275
Jul 16, 2026 05:49 PM
ROCKBRIDGE CAPITAL, LLC
 IA COLUMBUS, OH $5,187,689,945
Jul 08, 2026 10:35 AM
ROKOS CAPITAL MANAGEMENT (US) LP
 IA NEW YORK CITY, NY $178,095,563
Jul 08, 2026 10:35 AM
ROO CAPITAL MANAGEMENT I, LLC
 ERA COCONUT GROVE, FL $123,228,000
Jul 21, 2026 03:42 AM
ROOSTER EQUITY MANAGEMENT, LLC
 ERA AUSTIN, TX $4,000,000
Jul 14, 2026 03:42 AM
ROSCOMMON ANALYTICS LLC
 IA NEW YORK, NY $880,614,444
Jul 10, 2026 10:55 AM
ROSE CAPITAL ADVISORS, LLC
 IA MIAMI BEACH, FL $8,804,875
Jul 31, 2026 02:16 PM
ROUND2 INVESTMENT PARTNERS LLC
 IA NEW YORK, NY $196,370,862
Jul 13, 2026 11:15 AM