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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 $31B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1SeiaLOS Angeles, CA | CA | $23B | +20% | 9,833 | $2M | 128 | Charles Schwab; Fidelity | |
| 2Signature Investment Advisors, LLCLOS Angeles, CA | CA | $6.8B | +18% | 7,530 | $897K | 8 | Charles Schwab; Fidelity | |
| 3Select Money Management, Inc.LOS Angeles, CA | CA | $1.8B | +21% | 1,031 | $687K | 8 | Assetmark Trust; Fidelity |