New Filings (June 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: 1570
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| Advisor Name | Type | Location | Advisor AUM | Filing Date | Details |
|---|---|---|---|---|---|
|
WI HARPER GROUP INC
|
ERA | SAN FRANCISCO, CA | $379,472,679 |
Jun 23, 2026
03:46 AM
|
|
|
WILDCAT VENTURE PARTNERS, LLC
|
ERA | SAN MATEO, CA | $131,713,653 |
Jun 08, 2026
03:46 AM
|
|
|
WILLOW WEALTH
|
IA | NEW YORK, NY | $916,603,156 |
Jun 15, 2026
11:05 AM
|
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WILMINGTON TRUST ASSET MANAGEMENT, LLC
|
IA | WILMINGTON, DE | $271,387,846 |
Jun 29, 2026
05:19 PM
|
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WILSHIRE
|
IA | SANTA MONICA, CA | $41,693,808,976 |
Jun 05, 2026
10:49 AM
|
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|
WINFOREST PARTNERS
|
IA | [blank], [blank] | $201,426,484 |
Jun 26, 2026
03:07 PM
|
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WINFOREST PARTNERS
|
ERA | [blank], [blank] | $201,426,484 |
Jun 26, 2026
03:46 AM
|
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WINGMAN GROWTH PARTNERS
|
IA | GREENWICH, CT | $167,230,032 |
Jun 29, 2026
05:41 PM
|
|
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WINGMAN GROWTH PARTNERS
|
ERA | GREENWICH, CT | $167,230,032 |
Jun 29, 2026
03:46 AM
|
|
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WINONA CAPITAL MANAGEMENT, LLC
|
IA | CHICAGO, IL | $386,428,691 |
Jun 18, 2026
12:17 PM
|
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WINSHORE CAPITAL PARTNERS LP
|
IA | NEW YORK, NY | No funds |
Jun 26, 2026
02:21 PM
|
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WINSTON CAPITAL MANAGEMENT LLC
|
IA | ARLINGTON, VA | $1,141,547,033 |
Jun 04, 2026
05:10 PM
|
|
|
WOLVERINE ASSET MANAGEMENT, LLC
|
IA | CHICAGO, IL | $14,827,291,408 |
Jun 12, 2026
02:15 PM
|
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WYNKOOP LLC
|
IA | GREENWOOD VILLAGE, CO | $219,338,827 |
Jun 17, 2026
05:13 PM
|
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WYNKOOP LLC
|
IA | GREENWOOD VILLAGE, CO | $219,338,827 |
Jun 16, 2026
03:18 PM
|
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|
WYNNEFIELD CAPITAL, INC.
|
IA | NEW YORK, NY | $176,888,712 |
Jun 15, 2026
01:27 PM
|
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|
XIOS LLC
|
ERA | AUSTIN, TX | $49,999,987 |
Jun 26, 2026
03:46 AM
|
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XNOVA VC
|
ERA | SAN JOSE, CA | $3,493,222 |
Jun 12, 2026
03:46 AM
|
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|
ZAIS GROUP
|
IA | HOLMDEL, NJ | $3,963,911,700 |
Jun 04, 2026
11:59 AM
|
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|
ZETLAND CAPITAL PARTNERS LLP
|
ERA | LONDON, [blank] | $444,480,441 |
Jun 29, 2026
03:46 AM
|