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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 $5.7B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Keel Point, LLCHuntsville, AL | AL | $4.1B | +18% | 1,613 | $653K | 54 | Fidelity; J.P. Morgan | |
| 2Compass ION Advisors, LLCConshohocken, PA | PA | $1.6B | +19% | 1,204 | $424K | 15 | Charles Schwab; Fidelity |