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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 $1.3B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Addison CapitalConshohocken, PA | PA | $1.1B | +39% | 285 | $2M | 3 | Charles Schwab | |
| 2Nest EGGConshohocken, PA | PA | $132M | +30% | 2,832 | $47K | 9 | Charles Schwab; Apex Fintech |