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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.
5 firms manage $4.9B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1ESI Financial AdvisorsMontpelier, VT | VT | $2.8B | +13% | 12,379 | $224K | 460 | Fidelity; SEI | |
| 2Strategic Financial Concepts, LLCSAN Antonio, TX | TX | $928M | −7.8% | 3,824 | $243K | 41 | LPL Financial; Charles Schwab; Interactive Brokers | |
| 3Northwest Financial Services IncIndianapolis, IN | IN | $635M | +15% | 377 | $2M | 9 | Charles Schwab | |
| 4Fields Gottscho Capital Management LLCCharlottesville, VA | VA | $333M | +2.9% | 84 | $2M | 4 | Charles Schwab | |
| 5AN Exceptional Life Financial, LLCIndianapolis, IN | IN | $259M | +19% | 378 | $273K | 4 | Fidelity; Altruist |