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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 $126B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Sammons Financial Group Asset Management, LLCWest DES Moines, IA | IA | $122B | +11% | 9 | $14B | 5 | Citi | |
| 2Beacon Capital Management, Inc.Dayton, OH | OH | $4.3B | +5.0% | 10,456 | $407K | 5 | Charles Schwab |