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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 $367M
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Fidelis Wealth AdvisorsCastle Rock, CO | CO | $210M | −17% | 210 | $340K | 5 | Fidelity; Charles Schwab | |
| 2Lifestyle Freedom Advisory Group, LLCBradenton, FL | – | FL | $157M | – | 189 | $428K | 5 | Charles Schwab |