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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.
3 firms manage $2.2B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1LVZ, Inc.Holland, MI | MI | $1.1B | +16% | 2,473 | $191K | 18 | Fidelity | |
| 2Rosemeyer Management GroupPlatteville, WI | WI | $914M | +32% | 1,166 | $781K | 9 | Charles Schwab | |
| 3Wisconsin Wealth Advisors, LLCSun Prairie, WI | WI | $178M | +56% | 293 | $607K | 3 | Axos |