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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 $1.6B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Nicholas Investment Partners, L.P.SAN Diego, CA | CA | $1.5B | +22% | 26 | $45M | 5 | J.P. Morgan; State Street; Bown Brothers Harriman & Co | |
| 2Peerless WealthColumbus, OH | OH | $149M | +45% | 220 | $353K | 4 | Charles Schwab; U.S. Bank |