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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 $1.4B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Perryman Financial Advisory, Inc.Dallas, TX | TX | $1.0B | +29% | 526 | $2M | 6 | Charles Schwab | |
| 2Legacy Consulting GroupPlano, TX | TX | $379M | +6.2% | 209 | $734K | 4 | Charles Schwab |