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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 $2.8B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1USA Financial ExchangeADA, MI | MI | $1.6B | +2.1% | 10,265 | $164K | 0 | Axos; Charles Schwab; BNY Pershing | |
| 2Market Street Wealth ManagementWest Chester, PA | PA | $837M | +17% | 1,052 | $308K | 10 | Fidelity | |
| 3USA Financial Securities LLCADA, MI | MI | $297M | −1.7% | 1,246 | $194K | 134 | BNY Pershing |