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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 $671B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Wells Fargo AdvisorsSt. Louis, MO | MO | $671B | +11% | 1,324,168 | $507K | 7,957 | – | |
| 2Oxford Harriman Private Wealth ManagementIndianapolis, IN | – | IN | $0 | – | 0 | – | 1 | – |
| 3Pelorus Capital Management, LLCIrvine, CA | – | CA | $0 | – | 0 | – | 6 | – |