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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.
4 firms manage $2.0B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Westminster Financial Advisory CorpBeavercreek, OH | OH | $1.4B | +11% | 2,029 | $408K | 41 | Fidelity | |
| 2Tudor Financial, Inc.Dayton, OH | OH | $256M | +16% | 435 | $362K | 6 | Fidelity | |
| 3Concorde Financial ResourcesYork, SC | SC | $231M | +9.4% | 235 | $434K | 2 | Fidelity | |
| 4Compass Financial Group, Inc.Dublin, OH | OH | $149M | +16% | 158 | $942K | 2 | Fidelity |