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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.
1 firm manage $7.6B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1McMorgan & Company LLCSAN Francisco, CA | CA | $7.6B | +2.5% | 223 | $34M | 14 | U.S. Bank; Fidelity; Amalgamated Bank |