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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 $30B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Ameritas Investment Partners, Inc.Lincoln, NE | NE | $29B | +6.5% | 2,513 | $12M | 33 | J.P. Morgan | |
| 2TFB Advisors, LLCOverland Park, KS | KS | $840M | −2.3% | 1,355 | $297K | 19 | Charles Schwab; Assetmark | |
| 3Stewardwell LLCFranklin, TN | – | TN | $0 | – | 0 | – | 8 | – |