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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 $56B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1USI AdvisorsGlastonbury, CT | CT | $56B | +15% | 1,353 | $42M | 48 | Fidelity; Charles Schwab; Empower Retirement | |
| 2USI Securities, Inc.Glastonbury, CT | CT | $0 | – | 163 | – | 24 | – |