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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.
9 firms manage $33B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Cliftonlarsonallen Wealth Advisors, LLCMinneapolis, MN | MN | $14B | +17% | 7,354 | $623K | 81 | – | |
| 2Valmark Advisers, Inc.Akron, OH | OH | $10B | +21% | 14,890 | $487K | 280 | Charles Schwab; BNY Pershing | |
| 3Boulay WealthEden Prairie, MN | MN | $3.0B | +41% | 1,123 | $686K | 31 | Charles Schwab; Fidelity | |
| 4Koss-Olinger Consulting, LLC.Gainesville, FL | FL | $2.2B | +7.0% | 679 | $763K | 15 | Charles Schwab | |
| 5Archford Capital Strategies, LLCSwansea, IL | IL | $1.5B | +16% | 861 | $362K | 16 | BNY Pershing |
4 more firms match this screen.
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