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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 $17B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Composition Wealth, LLCLOS Angeles, CA | CA | $9.5B | +41% | 3,986 | $741K | 63 | Charles Schwab; Fidelity | |
| 2RFG Advisory, LLCVestavia Hills, AL | AL | $8.0B | +61% | 17,410 | $267K | 178 | Charles Schwab; Fidelity |