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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 $12B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Planmember Securities CorporationCarpinteria, CA | CA | $10B | +12% | 69,645 | $145K | 425 | – | |
| 2CS Planning CorpPortland, OR | OR | $2.0B | +55% | 4,200 | $210K | 49 | Fidelity; Charles Schwab | |
| 3Superior Planning Wealth Management & Family OfficeSAN Diego, CA | CA | $350M | +82% | 516 | $330K | 8 | Raymond James; Charles Schwab; Fidelity; Matrix Trust |