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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 $10B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Crossmark Global Investments, Inc.Houston, TX | TX | $9.0B | +27% | 7,902 | $1M | 14 | U.S. Bank; Wells Fargo; State Street; Fidelity | |
| 2Crossmark Wealth Management, LLCHouston, TX | TX | $1.2B | +6.9% | 723 | $2M | 2 | Fidelity |