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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 $825M
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Quartz Partners Investment ManagementSaratoga Springs, NY | NY | $612M | +118% | 772 | $479K | 22 | RBC; Charles Schwab | |
| 2Simmons Capital GroupHalfmoon, NY | NY | $213M | +9.5% | 463 | $460K | 8 | BNY Pershing |