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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 $8.8B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Diversify Advisory Services, LLCSouth Jordan, UT | UT | $4.6B | +45% | 5,322 | $359K | 110 | Charles Schwab; Fidelity; RBC | |
| 2Diversify Wealth Management, LLCSouth Jordan, UT | UT | $4.1B | +63% | 4,857 | $229K | 70 | Charles Schwab; Fidelity; RBC |