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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 $2.4B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1View Capital RIA, LPDallas, TX | TX | $1.8B | +2.3% | 141 | $13M | 11 | BNY Pershing; Charles Schwab | |
| 2Precise Investment Management, Inc.Highland Park, IL | IL | $349M | +406% | 88 | $4M | 6 | UBS; Creand Securities; BNY Pershing; CBH Bank; Axos; J.P. Morgan; Itau International Securities; Citi; Stonex Financial; Interactive Brokers | |
| 3Angelus Investment Consulting, Inc.Coral Gables, FL | FL | $226M | +23% | 30 | $3M | 2 | J.P. Morgan; Citi; Axos |