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SEC data October 1, 2026
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SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeEvery SEC-registered adviser, 17,210 firms, from Form ADV filings as of October 1, 2026.
2 firms manage $1.1B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Lepercq De Neuflize Asset Management LLCNew York, NY | NY | $764M | +8.5% | 3 | $255M | 10 | Charles Schwab | |
| 2Ahakista Capital LLCUnited States | – | United States | $345M | – | 5 | $69M | 2 | Goldman Sachs; Northern Trust |