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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.
4 firms manage $5.1B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Alphastar Capital ManagementCornelius, NC | NC | $2.5B | +36% | 8,525 | $158K | 130 | Charles Schwab | |
| 249 FinancialAustin, TX | TX | $1.4B | +61% | 3,839 | $224K | 128 | Charles Schwab | |
| 3Alongside, LLCAustin, TX | TX | $879M | – | 2,122 | $225K | 3 | Fidelity | |
| 4Oakwood Capital, Inc.St. Louis Park, MN | MN | $304M | +17% | 616 | $289K | 18 | RBC; Charles Schwab; Assetmark |