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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.
3 firms manage $5.4B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Money Concepts Advisory ServicePalm Beach Gardens, FL | FL | $4.1B | +22% | 17,032 | $239K | 375 | BNY Pershing; Charles Schwab | |
| 2Liberty One Investment ManagementLibertyville, IL | IL | $1.1B | −56% | 10 | $163K | 19 | BNY Pershing; Charles Schwab | |
| 3WIN Advisors, IncPalm Beach Gardens, FL | FL | $267M | +12% | 1,941 | $137K | 4 | BNY Pershing |