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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 $5.3B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1GWN Securities Inc.Palm Beach Gardens, FL | FL | $4.8B | +30% | 37,793 | $72K | 448 | Fidelity; Matrix Trust | |
| 2Latitude Advisors, LLCUnited States | United States | $567M | +49% | 1,590 | $220K | 65 | Fidelity |