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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 $435M
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Strategic Asset Management LLC.Rochester, MN | MN | $218M | +75% | 231 | $937K | 10 | Charles Schwab | |
| 2Blackridge Asset Management, LLCJupiter, FL | FL | $217M | +10% | 2,433 | $311K | 66 | Charles Schwab |