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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 $6.0B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Lasalle St. Investment Advisors, L.L.C.Elmhurst, IL | IL | $5.7B | +32% | 14,284 | $402K | 146 | Fidelity; Fidelity Distributors Company | |
| 2Tilden Loucks & Woodnorth LLCElmhurst, IL | IL | $173M | +7.1% | 47 | $4M | 0 | Fidelity | |
| 3Trott Brook FinancialAnoka, MN | MN | $120M | – | 155 | $310K | 1 | Fidelity |