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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 $299M
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Anchor Bay Capital, Inc.Carlsbad, CA | CA | $247M | +13% | 190 | $1M | 5 | Charles Schwab | |
| 2Anchor Bay Private Wealth LLCCarlsbad, CA | CA | $52M | +85% | 59 | $877K | 6 | Charles Schwab |