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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 $3.9B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Girard Advisory Services, LLCKing of Prussia, PA | PA | $3.2B | +20% | 2,466 | $645K | 40 | Charles Schwab | |
| 2Girard Pension Services, LLCAllentown, PA | PA | $734M | +16% | 62 | $6M | 7 | Charles Schwab; Matrix Trust |