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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 $2.2B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Lanark Financial, Inc.Birmingham, AL | AL | $1.8B | +4.0% | 3,576 | $359K | 63 | RBC | |
| 2Financial Advisory Partners, LLCWinter Park, FL | FL | $378M | +16% | 147 | $663K | 3 | RBC |