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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 $5.7B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1JVP ManagementNew York, NY | NY | $5.0B | +14% | 49 | $102M | 13 | TD Bank; Flagstar Bank; Valley National Bank | – | |
| 2Northleaf Capital Advisors LTD.Toronto, Ontario, Canada | Canada | $585M | −11% | 4 | $146M | 70 | Northleaf Capital Partners; TD Bank | IPC Investment Corporation; IPC Securities Corporation; Investors Group Financial Services Inc.; Investors Group Securities Inc. | |
| 3Wilmington Trust Investment ManagementWilmington, DE | DE | $141M | +8.3% | 74 | $2M | 30 | Fidelity; J.P. Morgan; Northern Trust; TD Bank; Charles Schwab; UBS | LPL Financial; M&t Securities, Inc.; Wilmington Trust Investment Advisors, Inc. |