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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 $9.1B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1J. W. Cole Advisors, Inc.Tampa, FL | FL | $8.2B | +15% | 31,247 | $264K | 468 | Fidelity | |
| 2CfciBloomington, IN | IN | $596M | +16% | 1,083 | $550K | 21 | Raymond James | |
| 3Richardson Financial ServicesMedway, MA | MA | $256M | +20% | 193 | $197K | 4 | BNY Pershing; Charles Schwab |