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
ENKO FUND MANAGERS
 ERA PORT LOUIS, [blank] $1,058,847,039
Jul 22, 2026 03:42 AM
EPOCH INVESTMENT PARTNERS, INC.
 IA NEW YORK, NY $17,881,808
Jul 29, 2026 12:04 PM
ESCHLER ASSET MANAGEMENT LLP
 IA LONDON, [blank] $510,069,130
Jul 02, 2026 12:17 PM
ETON ADVISORS
 IA CHAPEL HILL, NC $155,746,549
Jul 01, 2026 12:47 PM
EVERSIDE CAPITAL PARTNERS
 IA NEW YORK, NY $2,336,781,001
Jul 22, 2026 02:35 PM
EVOKE ADVISORS
 IA LOS ANGELES, CA $2,971,704,851
Jul 10, 2026 10:51 AM
EVOKE ADVISORS
 IA LOS ANGELES, CA $2,971,704,851
Jul 08, 2026 09:15 AM
EVOLUTION EQUITY PARTNERS
 ERA NEW YORK, NY $2,271,219,799
Jul 31, 2026 03:42 AM
EXOS ASSET MANAGEMENT LLC
 IA NEW YORK, NY $547,424
Jul 29, 2026 04:07 PM
EXPONENT FOUNDERS MANAGEMENT, LLC
 ERA [blank], [blank] $48,450,000
Jul 30, 2026 03:42 AM
FAIR OAKS CAPITAL LIMITED
 ERA LONDON, ENGLAND, [blank] $2,488,229,899
Jul 09, 2026 03:42 AM
FAIR OAKS CAPITAL LIMITED
 ERA LONDON, ENGLAND, [blank] $2,488,229,899
Jul 02, 2026 03:42 AM
FAIRMOUNT FUNDS MANAGEMENT LLC
 IA WEST CONSHOHOCKEN, PA $5,849,064,000
Jul 31, 2026 10:59 AM
FAIRWAY CAPITAL MANAGEMENT, LLC
 IA CHICAGO, IL $62,580,218
Jul 13, 2026 03:02 PM
FALCON PEAK CAPITAL MANAGEMENT
 ERA [blank], [blank] $109,300,000
Jul 02, 2026 03:42 AM
FEG CURIO INVESTMENT PARTNERS, LLC
 IA CINCINNATI, OH $379,068,738
Jul 31, 2026 02:31 PM
FELLOWS FUND MANAGEMENT LLC
 ERA CAMPBELL, CA $105,544,257
Jul 09, 2026 03:42 AM
FFT WEALTH MANAGEMENT
 IA PHILADELPHIA, PA $12,060,771
Jul 13, 2026 11:11 AM
FFT WEALTH MANAGEMENT
 IA PHILADELPHIA, PA $12,060,771
Jul 01, 2026 01:33 PM
FI3 FINANCIAL ADVISORS, LLC
 IA INDIANAPOLIS, IN $11,392,248
Jul 24, 2026 05:41 PM
FIAM LLC
 IA SMITHFIELD, RI $9,269,810,195
Jul 30, 2026 03:16 PM
FIDELITY DIVERSIFYING SOLUTIONS LLC
 IA BOSTON, MA $5,148,834,798
Jul 30, 2026 03:21 PM
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC
 IA BOSTON, MA $12,078,958
Jul 30, 2026 03:25 PM
FIDUCIENT ADVISORS LLC
 IA CHICAGO, IL No funds
Jul 24, 2026 03:14 PM
FIFTH DOWN CAP LLC
 IA [blank], [blank] $1,967,429,379
Jul 01, 2026 04:08 PM
FIFTH THIRD WEALTH ADVISORS LLC
 IA CINCINNATI, OH $3,399,172
Jul 29, 2026 05:10 PM
FIFTH THIRD WEALTH ADVISORS LLC
 IA CINCINNATI, OH $3,399,172
Jul 23, 2026 12:57 PM
FIFTHDELTA LIMITED
 ERA LONDON, [blank] $140,164,562
Jul 09, 2026 03:42 AM
FINANCIAL JUNK, LLC
 ERA BRENTWOOD, TN $95,404,472
Jul 30, 2026 03:42 AM
FINDELL CAPITAL MANAGEMENT LLC
 IA NEW YORK, NY $484,065,648
Jul 22, 2026 09:30 AM
FINTECH COLLECTIVE MANAGEMENT LLC
 IA NEW YORK, NY $846,435,977
Jul 29, 2026 09:06 AM
FIRST PACIFIC ADVISORS, LP
 IA EL SEGUNDO, CA $1,474,537,198
Jul 20, 2026 07:05 PM
FIVE STONES CAPITAL
 ERA ROCHESTER, NY $200,000
Jul 22, 2026 03:42 AM
FLORIDA ATLANTIC SECURITIES CORP.
 IA MIAMI, FL $6,211,723
Jul 22, 2026 12:23 PM
FLOWER CITY CAPITAL LLC
 IA PITTSFORD, NY $39,391,960
Jul 20, 2026 09:31 AM
FMP WEALTH ADVISERS
 IA AUSTIN, TX $45,333,561
Jul 16, 2026 10:45 AM
FOCUSGROWTH ASSET MANAGEMENT, LP
 IA NEW YORK, NY $405,119,000
Jul 02, 2026 01:41 PM
FORESITE CAPITAL
 IA WEST HOLLYWOOD, CA $3,236,951,841
Jul 30, 2026 01:30 PM
FORTRESS INVESTMENT GROUP
 IA NEW YORK, NY $98,992,352,894
Jul 29, 2026 04:27 PM
FORTRESS INVESTMENT GROUP
 IA NEW YORK, NY $98,992,352,894
Jul 21, 2026 11:44 AM
FRANKLIN ADVISERS, INC.
 IA SAN MATEO, CA $5,445,318,997
Jul 10, 2026 02:16 PM
FRANKLIN ADVISORY SERVICES, LLC
 IA SAN MATEO, FL $49,315,573
Jul 23, 2026 10:17 AM
FRANKLIN ADVISORY SERVICES, LLC
 IA SAN MATEO, FL $49,315,573
Jul 22, 2026 09:43 AM
FREEGULLIVER, LLC
 IA NEW ORLEANS, LA $270,968,995
Jul 14, 2026 08:58 AM
G10 LLC
 IA HUNT VALLEY, MD $4,770,461,473
Jul 08, 2026 03:12 PM
GABELLI & COMPANY INVESTMENT ADVISERS, INC.
 IA GREENWICH, CT $770,545,705
Jul 07, 2026 03:47 PM
GABELLI FUNDS, LLC
 IA RYE, NY $633,636,810
Jul 14, 2026 10:19 AM
GALAXY DIGITAL CAPITAL MANAGEMENT LP
 IA NEW YORK, NY $1,089,477,403
Jul 01, 2026 05:08 PM
GALLATIN POINT CAPITAL LLC
 IA GREENWICH, CT $4,758,686,780
Jul 23, 2026 11:12 AM
GALVANIZE CLIMATE SOLUTIONS LLC
 IA SAN FRANCISCO, CA $6,676,505,783
Jul 14, 2026 07:24 PM