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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 $3.9B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1LEO Wealth, LLCEdison, NJ | NJ | $3.2B | +21% | 1,714 | $617K | 31 | Fidelity; Charles Schwab | |
| 2LEO Wealth Americas, LLCHurst, TX | – | TX | $512M | – | 984 | $385K | 21 | Charles Schwab; Interactive Brokers |
| 3LEO Fund Services, LLCEdison, NJ | NJ | $151M | −9.9% | 4 | $38M | 5 | – |