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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 $2.0B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1MSH Capital Advisors LLCScottsdale, AZ | AZ | $1.3B | +23% | 2,361 | $570K | 14 | Charles Schwab | |
| 2Fortem Financial Group, LLCPalm Desert, CA | CA | $632M | +20% | 347 | $606K | 6 | Charles Schwab |