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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 $495M
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Uniwealth Advisors, Inc.United States | United States | $373M | +17% | 9 | $21M | 1 | BNY Pershing | |
| 2Portfolio Resources Advisor Group, Inc.Coral Gables, FL | FL | $122M | +5.1% | 349 | $285K | 15 | BNY Pershing; Charles Schwab |