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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 $520M
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Crescent Advisor Group, Inc.Plano, TX | TX | $344M | +22% | 228 | $675K | 18 | Charles Schwab | |
| 2Alan B. Lancz & Associates, Inc.Toledo, OH | OH | $175M | +8.1% | 101 | $2M | 1 | Charles Schwab; Fidelity |