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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 $1.3B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1SB Advisory, LLCAtlanta, GA | GA | $1.1B | +172% | 2,744 | $1M | 30 | RBC | |
| 2SAN Blas Advisory, Inc.Atlanta, GA | – | GA | $219M | – | 665 | $329K | 9 | Charles Schwab |