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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.
3 firms manage $1.4B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Navis Wealth Advisors LLCRYE Brook, NY | NY | $902M | +67% | 126 | $1M | 6 | Charles Schwab | |
| 2Raleigh Capital Management Inc.Cary, NC | NC | $398M | +24% | 470 | $173K | 12 | Fidelity | |
| 3Wiser Advisor GroupUnited States | United States | $128M | +11% | 154 | $824K | 3 | LPL Financial |