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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.
3 firms manage $58B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Equitable Advisors, LLCNew York, NY | NY | $47B | +36% | 76,027 | $477K | 4,664 | LPL Financial | |
| 2Shuster Advisory Group, LLCPasadena, CA | CA | $10B | +30% | 435 | $10M | 11 | Charles Schwab; Missionsquare Retirement; Retirement Plan Record-Keeping; Voya Institutional Trust | |
| 3AWH Financial, LLCBala Cynwyd, PA | PA | $0 | – | 7 | – | 63 | – |