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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 $755M
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Rhodes Investment Advisors, Inc.Fort Worth, TX | TX | $419M | +11% | 805 | $521K | 9 | Wells Fargo | |
| 2Capital IdeasDallas, TX | TX | $336M | +21% | 96 | $1M | 5 | Wells Fargo; Charles Schwab |