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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 $839M
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Palisade Investments, LLCZephyr Cove, NV | NV | $653M | +27% | 668 | $977K | 7 | Charles Schwab; Reliance Trust; Ascensus; Fidelity Trust; Broadridge Matrix Trust Co | – | |
| 2Arcwood Financial, LLCPhoenix, AZ | – | AZ | $187M | – | 33 | $6M | 3 | Fidelity Trust | – |