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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 $2.8B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Muller & Monroe Asset Management,llcChicago, IL | IL | $1.7B | +9.6% | 9 | $186M | 7 | – | |
| 2Eagle's View Capital Management LLCNew York, NY | NY | $860M | +95% | 28 | $31M | 5 | – | |
| 3True Wealth Advisory GroupMiami, FL | FL | $240M | +6.1% | 102 | $924K | 3 | Charles Schwab |