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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.
2 firms manage $135B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Ptma Investment AdvisorsDenver, CO | CO | $104B | +11% | 82 | $436M | 81 | U.S. Bank; UMB Bank; BNY | |
| 2Ptma Investment AdvisorsNaperville, IL | IL | $31B | +10% | 161 | $60M | 81 | U.S. Bank; UMB Bank |