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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 $5.2B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Baker Tilly Wealth Management, LLCMadison, WI | WI | $5.2B | +13% | 753 | $2M | 21 | Charles Schwab; UMB Bank; Argent Institutional Trust; U.S. Bancorp Investments; BNY |