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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 $12B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Geneos Wealth Management, Inc.Englewood, CO | CO | $9.2B | +65% | 21,668 | $276K | 200 | BNY Pershing; Fidelity | |
| 2N.E.W. Advisory Services, LLCDe Pere, WI | WI | $1.6B | +19% | 4,862 | $171K | 12 | Charles Schwab | |
| 3A & I Wealth ManagementLone Tree, CO | CO | $560M | +21% | 518 | $333K | 9 | Axos | |
| 4Sanctuary AdvisorsDenver, CO | CO | $192M | −21% | 45 | $4M | 2 | BNY Pershing | |
| 5FSC Wealth Advisors, LLCFishkill, NY | NY | $122M | −57% | 688 | $139K | 5 | Broadridge Business Process Outsourcing; Fidelity; Charles Schwab |