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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 $2.3B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Oak Ridge Investments, LLCChicago, IL | IL | $1.7B | +31% | 3,920 | $435K | 11 | Ameriprise; UBS | – | |
| 2Lunt Capital Management Inc.Holladay, UT | UT | $601M | +0.1% | 232 | $3M | 3 | Charles Schwab; BNY Pershing; Ameriprise | – |