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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.
3 firms manage $1.24T
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1CAPTRUSTRaleigh, NC | NC | $1.24T | +14% | 41,750 | $8M | 885 | – | |
| 2Compass AdvisorsMelville, NY | NY | $767M | +19% | 528 | $666K | 5 | Charles Schwab | |
| 3Long Island Wealth Management, Inc.United States | United States | $292M | +20% | 125 | $599K | 1 | Charles Schwab |