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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 $5.1B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Chesley, Taft & Associates, LLCChicago, IL | IL | $3.0B | +7.8% | 635 | $5M | 9 | Charles Schwab; CIBC | – | |
| 2Agile Investment Management, LLCUnited States | United States | $1.2B | +56% | 1 | $1.2B | 6 | CIBC | – | |
| 3South Street Advisors, LLCNew York, NY | NY | $906M | +9.9% | 138 | $7M | 5 | Deutsche Bank Trust Company Americas; Charles Schwab; Merrill / Bank of America; Julius Baer; J.P. Morgan; LPL Financial; Berenberg; Citi; CIBC | – |