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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 $4.7B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1BFC Planning, Inc.Cedar Rapids, IA | IA | $3.8B | +90% | 11,448 | $292K | 200 | – | |
| 2Berthel Fisher & Company Financial Services, Inc.Cedar Rapids, IA | IA | $906M | +14% | 3,352 | $270K | 100 | – |