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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.
6 firms manage $2.3B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Manhattan West Asset Management, LLCLOS Angeles, CA | CA | $1.2B | +15% | 383 | $3M | 33 | Charles Schwab; Fidelity Distributors Company | |
| 2The Connor Group Fund Manager, LLCMiamisburg, OH | – | OH | $494M | – | 10 | $49M | 2 | – |
| 3Certis Capital Management, Inc.Santa Barbara, CA | – | CA | $256M | – | 31 | $8M | 3 | Charles Schwab |
| 4Stirlingshire InvestmentsNew York, NY | NY | $245M | +253% | 1,071 | $169K | 26 | Apex Fintech | |
| 5The Quick Group LLCNew York, NY | NY | $111M | +11% | 37 | $1M | 1 | – |
1 more firm matches this screen.
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