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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 $1.3B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Northeast Advisers, Inc.Paoli, PA | PA | $639M | +11% | 376 | $2M | 4 | Charles Schwab; Alerus Financial | – | |
| 2PHD Retirement ConsultingOverland Park, KS | KS | $559M | +40% | 66 | $8M | 3 | Alerus Financial; Transamerica | – | |
| 3Contego Capital Group, Inc.Edina, MN | MN | $88M | +20% | 89 | $989K | 8 | Fidelity; Alerus Financial | – |