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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.
4 firms manage $1.2B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Nestyield EtfsDowney, CA | CA | $517M | – | 4 | $171K | 2 | Charles Schwab | |
| 2345 Investment Advisory, LLCScottsdale, AZ | – | AZ | $295M | – | 933 | $316K | 6 | Charles Schwab |
| 3Newport Wealth Advisors, Inc.Newport Beach, CA | CA | $263M | +36% | 1,193 | $220K | 6 | Charles Schwab | |
| 4Ingram Advisory Services, LLCWinter Haven, FL | FL | $109M | +7.5% | 380 | $208K | 2 | BNY Pershing |