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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 $7.0B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Imperial Fund Asset Management LLCFort Lauderdale, FL | FL | $6.8B | −9.1% | 91 | $77M | 2 | Wilmington Savings Fund Society, FSB | |
| 2Secure PlanningPortsmouth, NH | NH | $187M | +10% | 529 | $221K | 3 | SEI; Charles Schwab |