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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 $1.0B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Mystic Asset ManagementWarwick, RI | RI | $615M | +16% | 144 | $2M | 2 | Charles Schwab | |
| 2The Retirement Planning Company of New England, Inc.Warwick, RI | RI | $394M | +17% | 566 | $301K | 3 | Charles Schwab |