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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 $1.3B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Fund Direct Advisors Inc.Greensboro, NC | NC | $593M | −2.0% | 155 | $4M | 3 | MID Atlantic Capital Group | |
| 2Capital Markets IQ, LLCUnited States | United States | $571M | +27% | 884 | $646K | 20 | SEI; Charles Schwab | |
| 3Networth Asset Management, IncUnited States | United States | $103M | −0.1% | 245 | $207K | 1 | Equity Trust; Altruist; Charles Schwab |