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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 $1.9B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Lebenthal Global Advisors, LLCHauppauge, NY | NY | $972M | +19% | 2,465 | $274K | 27 | Raymond James; Charles Schwab | |
| 2Lebenthal Diversified Asset Management Inc.Hauppauge, NY | NY | $884M | +18% | 0 | $884M | 1 | Raymond James; Charles Schwab |