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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 $4.57T
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Capital Research and Management CompanyLOS Angeles, CA | CA | $4.32T | +30% | 23,578 | $183M | 411 | Morgan Stanley; UBS; BNY | |
| 2Capital Bank and Trust CompanyIrvine, CA | CA | $251B | +231% | 588 | $427M | 0 | BNY |