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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 $1.37T
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Strategic Advisers LLCBoston, MA | MA | $1.37T | +28% | 2,401,763 | $461K | 17,112 | Fidelity | |
| 2JSF Financial, LLCLOS Angeles, CA | CA | $2.0B | +14% | 821 | $715K | 13 | Fidelity |