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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 $704M
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Chapin Davis Asset ManagementBaltimore, MD | MD | $643M | +19% | 555 | $825K | 21 | Wells Fargo | |
| 2Philadelphia Partners Capital Management, LLCBala Cynwyd, PA | PA | $61M | −0.1% | 89 | $428K | 2 | – |