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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.
4 firms manage $860M
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Williams & Novak Wealth Management, LLCWestlake Village, CA | CA | $343M | +30% | 285 | $331K | 4 | Fidelity; Altruist | |
| 2Alexander Capital Wealth Management LLCRed Bank, NJ | NJ | $238M | +12% | 614 | $227K | 35 | RBC | |
| 3Crosspoint Financial, LLCTustin, CA | CA | $157M | +13% | 282 | $557K | 1 | Fidelity | |
| 4Apex Wealth Advisors LLCUnited States | United States | $122M | +19% | 223 | $337K | 3 | Fidelity; Charles Schwab |