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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 $1.1B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Transce3nd LLCBuda, TX | TX | $419M | +16% | 1,620 | $160K | 42 | Charles Schwab; Fidelity; Axos | |
| 2Crescent Advisor Group, Inc.Plano, TX | TX | $344M | +22% | 228 | $675K | 18 | Charles Schwab | |
| 3Sparta Wealth PartnersCharlotte, NC | NC | $316M | +19% | 215 | $454K | 8 | Charles Schwab |