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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 $969M
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Lisanti Capital Growth LLCNew York, NY | NY | $432M | +1.2% | 18 | $22M | 3 | Northern Trust; State Street; BNY | |
| 2DCM Advisors, LLCNew York, NY | NY | $261M | +18% | 51 | $5M | 6 | First Hawaiian Bank; Charles Schwab; Bank of Labor | |
| 3RMR Wealth ManagementNew York, NY | NY | $195M | +44% | 189 | $444K | 7 | Charles Schwab | |
| 4Abernathy Group II LLCNew York, NY | NY | $80M | +20% | 34 | $853K | 1 | Charles Schwab |