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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 $33B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1SVB Asset ManagementSAN Francisco, CA | CA | $32B | −2.0% | 458 | $71M | 24 | U.S. Bank | |
| 2First Citizens Institutional Asset Management, LLCNew York, NY | NY | $829M | +1.7% | 2 | $415M | 25 | – |