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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 $6.9B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Inspire Investing, LLCMeridian, ID | ID | $4.0B | +39% | 455 | $9M | 4 | Goldman Sachs; Charles Schwab | |
| 2Creative Financial Designs, Inc.Kokomo, IN | IN | $2.9B | +19% | 10,566 | $196K | 155 | Fidelity; Charles Schwab |