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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 $19B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Cavanal Hill Investment Management, Inc.Tulsa, OK | OK | $15B | +7.1% | 3 | $7M | 40 | Bokf | |
| 2BOK Financial Private Wealth, Inc.Denver, CO | CO | $3.7B | +17% | 818 | $2M | 23 | Charles Schwab; Fidelity |