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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 $7.8B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Miller Investment Management, LPWest Conshohocken, PA | PA | $7.1B | +25% | 183 | $23M | 7 | J.P. Morgan; BNY Pershing; Merrill / Bank of America | |
| 2Integra Global Advisors LLCStamford, CT | CT | $684M | +22% | 52 | $12M | 11 | Charles Schwab |