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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.
2 firms manage $572M
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1FamilywealthLake Mary, FL | FL | $395M | +14% | 407 | $574K | 12 | Vanguard; Fidelity Distributors Company; Austin Capital Trust; Charles Schwab | |
| 2Familywealth Asset ManagementLake Mary, FL | FL | $177M | −2.1% | 421 | $235K | 3 | Fidelity Distributors Company; Austin Capital Trust; Charles Schwab |