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The people and firms behind the headlines. Follow their coverage, explore their profiles, and see what brought them into the news.
Search the network’s Firm & Fund Lookup- Ferghana Investment Partners, LP
Reported a $122M asset gain, a 122% increase, in its latest filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - First Security Investment Management, Inc.
Changed its name from Financial Management, Inc. in a Form ADV filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Founders Family Office
Reported a $288M asset gain, a 26% increase, in its latest filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Fundsmith Partners US LLC
Reported a $587M asset gain, a 135% increase, in its latest filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - GK Private Investment LLC
Appeared on the SEC adviser list with $10.8M in reported assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Gulf International Bank (UK) Limited
Reported a $3.05B asset gain, a 61% increase, in its latest filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Ironoak Wealth
Reported a $29.4M asset decline, an 18% drop, in its latest filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Kestra Institutional Services, LLC
Was no longer listed after last reporting $0 in assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Lanier Asset Management, LLC
Was no longer listed after last reporting $142M in assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Magarian Capital Management, LLC
Reported a $97.8M asset gain, a 38% increase, in its latest filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Marsh Investments US LLC
Changed its name from Mercer Investments LLC in a Form ADV filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Mercury Advisory, LLC
Reported $22.6B in regulatory assets, up from $17.9B, the largest change.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Miura Investment Advisors, Inc
Appeared on the SEC adviser list with $392M in reported assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Orix Advisers, LLC
Reported a $4.58B asset decline, a 48% drop, in its latest filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Presidio Group Advisors
Appeared on the SEC adviser list with $439M in reported assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Private Counsel Group, LTD.
Was no longer listed after last reporting $116M in assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Quantitative Finance LLC
Was no longer listed after last reporting $0 in assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Regency Financial Group
Appeared on the SEC adviser list with $35.0M in reported assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Retirepath Wealth, LLC
Appeared on the SEC adviser list with $110M in reported assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Sandy Cove Advisors, LLC
Was no longer listed after last reporting $685M in assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Silicon Valley Retirement Services, LLC
Was no longer listed after last reporting $1.40B in assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Uhy Wealth Management RIA LLC
Reported an $809M asset gain, a 789% increase, in its latest filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Vision One Management Partners, LP
Reported a $209M asset gain, a 113% increase, in its latest filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - West Rim Capital Associates II, L.P.
Was no longer listed after last reporting $1.66B in assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - WFM Asia (BVI) Limited
Reported a $925M asset decline, a 36% drop, in its latest filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave
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Rankings count distinct stories published by Private Wealth Daily in the selected period. Repeat versions of the same story count once. Ties go to the most recent coverage. Firms includes named funds.
Descriptions are grounded in the linked article and checked against its supporting text. Affiliations appear only when explicitly stated in that article; they describe the relationship reported at that time. Source credits and incidental references are excluded. Profiles may include reporting from across the Daily Network.
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