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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 $1.1B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Proathlete Wealth Management LLCBoca Raton, FL | FL | $402M | +29% | 205 | $2M | 3 | Charles Schwab; Interactive Brokers | |
| 2The Retirement Guys FormulaMaumee, OH | OH | $277M | −7.9% | 1,155 | $149K | 7 | Charles Schwab | |
| 3Financial Investment Team ("fit")Portland, OR | OR | $209M | +12% | 303 | $240K | 5 | Charles Schwab | |
| 4Redstone Wealth Management, LLCOklahoma City, OK | OK | $188M | +22% | 602 | $167K | 4 | Charles Schwab |