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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 $6.8B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Disciplined Growth Investors IncMinneapolis, MN | MN | $5.5B | −4.7% | 137 | $38M | 10 | Fidelity; U.S. Bank; BNY; Northern Trust | |
| 2Sovereign's Capital Management, LLCAtlanta, GA | GA | $1.3B | +21% | 27 | $47M | 27 | – |