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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.
6 firms manage $38B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Sanctuary Advisors, LLCMiami, FL | FL | $35B | +26% | 19,540 | $557K | 396 | BNY Pershing; Charles Schwab; Fidelity; Goldman Sachs | |
| 2Marble Wealth, LLCMontgomery, AL | AL | $1.0B | – | 314 | $970K | 5 | Fidelity | |
| 3Azimut Investment Advisors LLCMiami, FL | FL | $1.0B | +124% | 384 | $2M | 7 | BNY Pershing; EFG Bank; Pictet | |
| 4Valen Private Capital, LLC.Paoli, PA | – | PA | $483M | – | 89 | $5M | 2 | Goldman Sachs |
| 5TRU Independence Asset Management, LLCPortland, OR | OR | $337M | −41% | 1,059 | $318K | 8 | Raymond James |
1 more firm matches this screen.
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