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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 $7.4B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Shelton Capital ManagementDenver, CO | CO | $6.5B | +26% | 1,500 | $4M | 23 | Raymond James; Charles Schwab; Fidelity | |
| 2Icon Advisers, Inc.Greenwood Village, CO | CO | $876M | +10% | 297 | $3M | 5 | Charles Schwab; Innovayte |