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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 $860M
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Herold Advisors, Inc.New York, NY | NY | $540M | +10% | 563 | $959K | 8 | BNY Pershing | |
| 2Lantern Wealth Advisors, LLCMelville, NY | NY | $320M | +20% | 188 | $804K | 26 | BNY Pershing; Charles Schwab |