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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 $23B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Osaic Advisory Services, LLCAtlanta, GA | GA | $15B | +24% | 29,898 | $307K | 344 | Charles Schwab; Fidelity | |
| 2Ladenburg Thalmann Asset Management IncNew York, NY | NY | $6.7B | +19% | 3,154 | $2M | 14 | Charles Schwab; Fidelity | |
| 3Black Diamond Financial, LLCUnited States | United States | $441M | +21% | 92 | $2M | 2 | Charles Schwab; Fidelity |