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SEC data October 1, 2026
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SEC data October 1, 2026
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Sign in or start freeEvery SEC-registered adviser, 17,210 firms, from Form ADV filings as of October 1, 2026.
2 firms manage $2.7B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Valley Wealth Managers, Inc.Paramus, NJ | NJ | $2.7B | +16% | 969 | $1M | 34 | Charles Schwab; BNY Pershing; Northern Trust | |
| 2Valley Financial Management, Inc.New York, NY | NY | $473K | – | 124 | $4K | 5 | BNY Pershing |