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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 $82B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Park Avenue Institutional Advisers LLCNew York, NY | NY | $82B | +7.9% | 24 | $2.8B | 10 | J.P. Morgan | |
| 2Milestone Investments, Inc.Charlotte, NC | NC | $277M | +22% | 91 | $2M | 2 | Charles Schwab | |
| 3Guardian Wealth Partners, LLCNew York, NY | NY | $191M | +95% | 402 | $292K | 75 | – |