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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.
1 firm manage $153M
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1BalanzCoral Gables, FL | FL | $153M | −7.7% | 66 | $2M | 4 | Charles Schwab; Stonex Financial |