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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 $4.7B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Innovation X AdvisorsRockville, MD | MD | $4.5B | +146% | 19 | $238M | 3 | – | |
| 2Atcap Partners, LLCRockville, MD | MD | $196M | +211% | 349 | $560K | 23 | Fidelity |