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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 $5.6B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Prosperity - AN Eisneramper CompanyOwings Mills, MD | MD | $5.0B | +73% | 2,412 | $674K | 60 | Charles Schwab | |
| 2DAI Wealth, LLCAtlanta, GA | GA | $330M | +23% | 1,537 | $161K | 40 | Fidelity; Charles Schwab | |
| 3Kuhn Wealth Management Inc.Schaumburg, IL | – | IL | $151M | – | 276 | $152K | 3 | Charles Schwab |
| 4Grace Capital Management, LLCAustin, TX | TX | $109M | −24% | 77 | $402K | 2 | Fidelity | |
| 5Discipline Strategies Management, LPAtlanta, GA | – | GA | $0 | – | 0 | – | 4 | – |