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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 $35B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Constellation Investments, Inc.Montgomery, OH | OH | $31B | +20% | 14 | $2.1B | 8 | U.S. Bank | |
| 2ON Investment Management CoCincinnati, OH | OH | $3.2B | +33% | 9,568 | $223K | 196 | – | |
| 3Embarcadero Financial GroupSAN Francisco, CA | CA | $170M | +6.2% | 166 | $443K | 2 | BNY Pershing |