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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 $2.4B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Tribridge Partners Financial LLCColumbia, MD | MD | $1.6B | +33% | 352 | $3M | 7 | Principal Financial Group; Charles Schwab; T. Rowe Price Investment Services | |
| 2MMA Asset Management LLCConshohocken, PA | PA | $788M | +10% | 301 | $1M | 18 | Amalgamated Bank; Charles Schwab; LPL Financial |