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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.
9 firms manage $6.2B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Trinity Strategic WealthTulsa, OK | – | OK | $1.5B | – | 1,763 | $283K | 16 | Raymond James |
| 2Parkway Wealth Management Group, LLCPlano, TX | TX | $1.2B | +12% | 1,342 | $278K | 16 | Raymond James | |
| 3PKS Advisory Services, LLCAlbany, NY | NY | $1.1B | +21% | 4,892 | $223K | 36 | Fidelity | |
| 4CL Wealth Management LLCSchaumburg, IL | IL | $734M | +17% | 2,168 | $339K | 39 | RBC; Raymond James; Charles Schwab | |
| 5Navista Wealth Management, Inc.Minnetonka, MN | MN | $710M | +12% | 402 | $480K | 3 | Raymond James |
4 more firms match this screen.
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