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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 $4.5B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Rothschild InvestmentChicago, IL | IL | $2.8B | +21% | 1,246 | $986K | 19 | BNY Pershing; Charles Schwab | |
| 2Rothschild Wealth LLCOakbrook, IL | IL | $1.7B | +126% | 3,656 | $464K | 23 | Charles Schwab; BNY Pershing | |
| 3Rothschild Financial Partners, LLCOak Brook, IL | – | IL | $0 | – | 0 | – | 2 | – |