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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 $2.4B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Tanager Wealth ManagementLondon, United Kingdom | United Kingdom | $1.6B | +27% | 1,052 | $2M | 16 | BNY Pershing; Transact | – | |
| 2Satis Wealth ManagementLondon, United Kingdom | – | United Kingdom | $774M | – | 674 | $1M | 9 | Transact; Charles Schwab | – |