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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 $6.2B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1SVB WealthBoston, MA | MA | $3.1B | −38% | 1,101 | $1M | 36 | Fidelity; Charles Schwab | |
| 2First Citizens Investor Services, Inc.Raleigh, NC | NC | $2.6B | +25% | 7,645 | $344K | 164 | BNY Pershing | |
| 3First Citizens Asset Management, IncRaleigh, NC | NC | $465M | +178% | 1,264 | $365K | 32 | BNY Pershing |