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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.
1 firm manage $319M
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Optivest, Inc.SAN Juan Capistrano, CA | CA | $319M | +1.1% | 108 | $757K | 3 | Charles Schwab |