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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 $656M
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1InterwiseHolladay, UT | UT | $370M | +35% | 334 | $351K | 5 | Charles Schwab | |
| 2The Foundation Investment GroupLafayette, CA | CA | $286M | +12% | 151 | $549K | 4 | Charles Schwab |