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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| Advisor Name | Type | Location | Advisor AUM | Filing Date | Details |
|---|---|---|---|---|---|
|
WILSHIRE
|
IA | SANTA MONICA, CA | $41,693,808,976 |
Jul 01, 2026
12:34 PM
|
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WINDMUEHLE, LLC
|
ERA | AUSTIN, TX | $15,703,262 |
Jul 07, 2026
03:42 AM
|
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WINDSOR ADVISORY GROUP, LLC
|
IA | COLUMBUS, OH | $284,866,638 |
Jul 01, 2026
03:24 PM
|
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WINTON CAPITAL MANAGEMENT LTD.
|
IA | LONDON, [blank] | $5,283,143,993 |
Jul 14, 2026
12:25 PM
|
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WNDRCO CAPITAL MANAGEMENT LLC
|
IA | SAN FRANCISCO, CA | $760,602,030 |
Jul 10, 2026
08:19 PM
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WNDRCO CAPITAL MANAGEMENT LLC
|
ERA | SAN FRANCISCO, CA | $760,602,030 |
Jul 10, 2026
03:42 AM
|
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WORLD CARD LTD
|
ERA | SHERIDAN, WY | $78,960,522 |
Jul 16, 2026
03:42 AM
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WOVENEARTH VENTURES, LLC
|
IA | [blank], [blank] | $259,709,074 |
Jul 06, 2026
05:19 PM
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XPLORER CAPITAL MANAGEMENT, LLC
|
ERA | [blank], [blank] | $247,177,344 |
Jul 29, 2026
03:42 AM
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Y-INTERCEPT (HONG KONG) LIMITED
|
ERA | HONG KONG, [blank] | $1,582,714,774 |
Jul 21, 2026
03:42 AM
|
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YCC CAPITAL
|
ERA | OSAKA, OSAKA, [blank] | $6,000,000 |
Jul 22, 2026
03:42 AM
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YELLOW WOOD PARTNERS
|
IA | BOSTON, MA | $2,380,534,738 |
Jul 29, 2026
09:10 AM
|