New Filings (May 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: 1375
Advisor Name
Type
Location Filing Date Details
WESTMOUNT PARTNERS, LLC
IA LOS ANGELES, CA
May 15, 2026 05:49 PM
WESTROCK ASSET MANAGEMENT, LLC
IA LITTLE ROCK, AR
May 01, 2026 11:52 AM
WESTWOOD WEALTH MANAGEMENT
IA LOS ANGELES, CA
May 14, 2026 03:40 PM
WEXFORD CAPITAL LP
IA WEST PALM BEACH, FL
May 20, 2026 02:14 PM
WHI COLLECTIVE REAL ESTATE LP
ERA CHICAGO, IL
May 29, 2026 09:26 PM
WHITE OAKS INVESTMENT MANAGEMENT, INC
IA SARASOTA, FL
May 27, 2026 11:41 AM
WHITEBARK INVESTORS
IA INCLINE VILLAGE, NV
May 27, 2026 09:32 PM
WHITECROFT CAPITAL MANAGEMENT
ERA LONDON, [blank]
May 18, 2026 09:26 PM
WILDCAT CAPITAL MANAGEMENT, LLC
IA NEW YORK, NY
May 12, 2026 04:07 PM
WILLOW HILL REAL ESTATE PARTNERS LLC
ERA DALLAS, TX
May 07, 2026 09:26 PM
WILLOW WEALTH
IA NEW YORK, NY
May 08, 2026 01:25 PM
WINCOVE
IA BOSTON, MA
May 13, 2026 01:06 PM
WINDROSE HEALTH INVESTORS, LLC
IA NEW YORK, NY
May 05, 2026 04:10 PM
WOMACK FINANCIAL LLC
IA DALLAS, TX
May 21, 2026 11:30 AM
WSC & COMPANY, LLC
IA CHARLOTTE, NC
May 07, 2026 04:10 PM
WT ASSET MANAGEMENT LIMITED
ERA CENTRAL, HONG KONG, [blank]
May 28, 2026 09:26 PM
WWB ASSET MANAGEMENT LLC
ERA NEW YORK, NY
May 29, 2026 09:26 PM
X CUBED CAPITAL MANAGEMENT LLC
IA MINNEAPOLIS, MN
May 22, 2026 10:45 AM
XTELLUS ADVISORS LLC
ERA MIAMI, FL
May 14, 2026 09:26 PM
YIELDPOINT
IA NEW YORK, NY
May 11, 2026 03:34 PM
YORKVILLE ADVISORS GLOBAL, LP
IA MOUNTAINSIDE, NJ
May 21, 2026 06:58 PM
Z CAPITAL GROUP, L.L.C.
IA NEW YORK, NY
May 27, 2026 02:59 PM
Z5 CAPITAL LLC
ERA PALO ALTO, CA
May 01, 2026 09:26 PM
ZACKS INVESTMENT MANAGEMENT, INC.
IA CHICAGO, IL
May 29, 2026 01:06 PM
ZENTIS CAPITAL MANAGEMENT
ERA DENVER, CO
May 28, 2026 09:26 PM