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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 $1.1B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Cordatus Wealth Management LLCYardley, PA | PA | $630M | +20% | 308 | $694K | 3 | Wells Fargo | |
| 2Advisorstrust Partners LLCRaleigh, NC | NC | $435M | – | 184 | $832K | 4 | Charles Schwab; Fidelity |