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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.
5 firms manage $4.7B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Arete Wealth Advisors, LLCChicago, IL | IL | $2.7B | −13% | 5,426 | $506K | 130 | – | |
| 2Fincadia Advisors LLCMelville, NY | – | NY | $1.0B | – | 2 | $502M | 3 | – |
| 3IMZ Advisory Inc.Boca Raton, FL | FL | $453M | +19% | 442 | $902K | 3 | Charles Schwab; John Hancock Distributors; Nationwide Investment Services; Fidelity | |
| 4Outwing Private Wealth ManagementUnited States | United States | $333M | +10% | 21 | $3M | 2 | Wells Fargo; Charles Schwab | |
| 5The Putney Financial Group LLCSAN Rafael, CA | CA | $205M | +9.7% | 215 | $217K | 4 | BNY Pershing; Pacific Select Distributors |