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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 $6.9B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Wedbush Securities Inc.Pasadena, CA | CA | $6.7B | +18% | 10,833 | $623K | 288 | – | |
| 2Fairfax Global Investment Management LLCUnited States | United States | $148M | −2.5% | 277 | $533K | 1 | Axos; Charles Schwab | |
| 3Onward Advisors LLCPasadena, CA | CA | $3M | – | 0 | $1M | 1 | – |