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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.
1 firm manage $1.4B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Sgroi Wealth Advisory Group LLCWest Seneca, NY | NY | $1.4B | +25% | 7,676 | $177K | 14 | IPX; Fidelity; Charles Schwab | LPL Financial |