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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 $12B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1IDR Investment Management, LLCIndependence, OH | OH | $10B | +19% | 9 | $1.1B | 13 | Fifth Third Bank; BNY | |
| 2Pasadena Private Wealth, LLCPasadena, CA | CA | $1.6B | +28% | 524 | $763K | 8 | Fidelity; Charles Schwab | |
| 3Corrales & Co.Miami, FL | FL | $174M | +4.0% | 304 | $236K | 6 | Charles Schwab |