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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.
3 firms manage $1.9B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Miller Tabak Asset ManagementMatawan, NJ | NJ | $1.2B | −11% | 936 | $1M | 3 | – | |
| 2Cape Investment Advisory, Inc.McDonough, GA | GA | $474M | +18% | 1,013 | $285K | 28 | – | |
| 3Naples Wealth PlanningBonita Springs, FL | FL | $227M | −36% | 226 | $502K | 10 | Charles Schwab |