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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.
7 firms manage $4.5B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Strategic Blueprint, LLCAtlanta, GA | GA | $2.5B | −5.1% | 3,506 | $300K | 51 | Charles Schwab; Fidelity | |
| 2Allegiance Financial GroupVienna, VA | VA | $675M | +34% | 605 | $443K | 12 | Charles Schwab; Fidelity | |
| 3The Strategic Financial AllianceAtlanta, GA | GA | $382M | −19% | 1,463 | $374K | 41 | BNY Pershing | |
| 4Lewis Financial Management, LLCRaleigh, NC | NC | $339M | −21% | 88 | $4M | 1 | American Funds Service | |
| 5Carolina Wealth AdvisorsMyrtle Beach, SC | SC | $313M | +5.3% | 596 | $197K | 4 | Charles Schwab |
2 more firms match this screen.
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