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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 $11B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1OnesevenBeachwood, OH | OH | $7.7B | +59% | 16,335 | $289K | 95 | Raymond James; Charles Schwab; Fidelity Distributors Company; Axos; Goldman Sachs | |
| 2International Assets Investment Management, LLCOrlando, FL | FL | $2.6B | +16% | 5,961 | $301K | 113 | RBC | |
| 3Global Assets Advisory, LLCOrlando, FL | FL | $552M | +63% | 2,588 | $213K | 25 | Charles Schwab |