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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.
4 firms manage $68B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Newedge AdvisorsNew Orleans, LA | LA | $43B | +58% | 49,898 | $420K | 515 | Fidelity; LPL Financial; Charles Schwab; Raymond James; Goldman Sachs; MID Atlantic Trust | |
| 2New Edge WealthStamford, CT | CT | $20B | +65% | 3,692 | $1M | 99 | Fidelity; Charles Schwab | |
| 3North Star Investment Management CorporationChicago, IL | IL | $2.5B | +9.7% | 2,643 | $947K | 14 | Fidelity; Charles Schwab; Fidelity Distributors Company | |
| 4JSF Financial, LLCLOS Angeles, CA | CA | $2.0B | +14% | 821 | $715K | 13 | Fidelity |