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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 $510M
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Lifeinvest Wealth Management, LTDMiami, FL | FL | $301M | −33% | 261 | $876K | 8 | BNY Pershing; Merrill / Bank of America; Interactive Brokers | |
| 2Advisory Investor Services LLCMiami, FL | FL | $210M | +16% | 189 | $908K | 6 | BNY Pershing; Charles Schwab |