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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.
4 firms manage $223B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Cerity Partners LLCNew York, NY | NY | $162B | +32% | 26,230 | $6M | 1,102 | Charles Schwab; Fidelity Distributors Company | |
| 2Cerity Partners Retirement Plan ConsultantsNew York, NY | NY | $40B | +112% | 850 | $44M | 153 | Northern Trust; U.S. Bank; Empower Financial Services; Fidelity Distributors Company | |
| 3Cerity Partners Ocio LLCNew York, NY | NY | $21B | +22% | 42 | $503M | 21 | BNY; Northern Trust; State Street | |
| 4Sage Advisors, LLCNew York, NY | NY | $366M | −17% | 25 | $15M | 12 | – |