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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 $259M
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1AN Exceptional Life Financial, LLCIndianapolis, IN | IN | $259M | +19% | 378 | $273K | 4 | Fidelity; Altruist | |
| 2Altruist LLCCulver City, CA | CA | $0 | – | 614 | – | 5 | – |