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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 $3.2B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Blueprint Investment Partners LLCGreensboro, NC | NC | $1.8B | +45% | 13 | $99M | 3 | Charles Schwab; U.S. Bancorp Investments | |
| 2Blueprint Financial AdvisorsCharlotte, NC | NC | $1.4B | +601% | 2,330 | $607K | 39 | Charles Schwab |