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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 $72B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1World Investment Advisors, LLCLincroft, NJ | NJ | $72B | +27% | 23,021 | $2M | 471 | Fidelity; Empower Financial Services | |
| 2Harmony Point Wealth Advisors, Inc.Irvine, CA | CA | $263M | +4.7% | 272 | $425K | 1 | Assetmark; Charles Schwab | |
| 3New Horizons Wealth ManagementCedar Knolls, NJ | NJ | $203M | +8.6% | 228 | $275K | 4 | Charles Schwab |