ria
Presidio Group Advisors
WALNUT CREEK, CA
CRD: 344581
In network coverage since October 26, 2026 · 1 story
$439MRegulatory AUMSEC Form ADV · Oct 24
Network coverage
RIA
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave
What changed in the SEC's weekly Form ADV data between October 17, 2026 and October 24, 2026: the largest reported asset moves, new and departed advisers, headcount swings and name changes.