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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 | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Pinnacle Investments, LLCEast Syracuse, NY | NY | $1.3B | +22% | 3,143 | $412K | 55 | Wells Fargo; Charles Schwab | |
| 2Pinnacle Capital Management, LLCEast Syracuse, NY | NY | $300M | +14% | 511 | $558K | 7 | Wells Fargo |