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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 $127B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Wealth Enhancement Advisory Services, LLCPlymouth, MN | MN | $122B | +29% | 85,001 | $551K | 850 | Charles Schwab; Fidelity | |
| 2Northcrest Asset ManagementPlymouth, MN | MN | $4.3B | +50% | 0 | $1M | 6 | Charles Schwab; Fidelity | |
| 3Advisory Solutions GroupPlymouth, MN | – | MN | $408M | – | 807 | $198K | 33 | – |