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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 $4.1B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Capita Financial Network, LLCDraper, UT | UT | $2.3B | +26% | 2,888 | $805K | 22 | Charles Schwab; Fidelity Investments | – | |
| 2Lucid Advisors, Inc.Seattle, WA | WA | $1.1B | +20% | 50 | $23M | 2 | Fidelity Investments | – | |
| 3H Financial ManagementCanonsburg, PA | PA | $622M | +17% | 557 | $1M | 6 | Fidelity Investments | Osaic |