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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 $429M
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Miramontes Capital, LLCNewport Beach, CA | CA | $397M | +34% | 744 | $232K | 8 | Charles Schwab | |
| 2American Financial Management, LTD.Owings Mills, MD | MD | $32M | −5.5% | 124 | $204K | 2 | Charles Schwab; Orion; Jackson National |