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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 $4.9B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Spire Wealth Management, LLCMcLean, VA | VA | $4.5B | −2.2% | 6,379 | $296K | 76 | Fidelity; Charles Schwab | |
| 2Corbett Road Capital Management, LLCMcLean, VA | VA | $176M | +21% | 3 | $451K | 3 | Charles Schwab; Fidelity | |
| 3Demand WealthUnited States | United States | $165M | +15% | 61 | $523K | 2 | Charles Schwab |