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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.
8 firms manage $60B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1LidoLOS Angeles, CA | CA | $43B | +46% | 13,800 | $1M | 235 | Fidelity; Charles Schwab | |
| 2Capital AnalystsFort Washington, PA | PA | $8.8B | +0.6% | 15,840 | $374K | 667 | BNY Pershing | |
| 3Shepherd Financial Investment Advisory LLCCarmel, IN | IN | $6.2B | +25% | 1,244 | $2M | 31 | SEI | |
| 4Capital Advisors, LTD., LLCShaker Heights, OH | OH | $1.4B | +9.7% | 1,106 | $1M | 11 | BNY Pershing; Charles Schwab | |
| 5Strategic Asset Management Group AdvisorsPompano Beach, FL | FL | $416M | +11% | 126 | $1M | 3 | BNY Pershing |
3 more firms match this screen.
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