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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.
5 firms manage $9.0B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Fisher\smbCarrollton, TX | TX | $6.8B | +25% | 1,848 | $4M | 4 | Ascensus; Empower | – | |
| 2Palisade Investments, LLCZephyr Cove, NV | NV | $653M | +27% | 668 | $977K | 7 | Charles Schwab; Reliance Trust; Ascensus; Fidelity Trust; Broadridge Matrix Trust Co | – | |
| 3Wheeler Retirement Plans LLCDuluth, MN | MN | $618M | +19% | 78 | $8M | 2 | The Standard; Ascensus; Fidelity; T. Rowe Price Investment Services | – | |
| 4Mountain Hill Investment PartnersAtlantic Highlands, NJ | NJ | $539M | +50% | 174 | $3M | 3 | Fidelity; Ascensus; Charles Schwab | – | |
| 5Baer Wealth ManagementMarietta, GA | GA | $335M | +14% | 308 | $1M | 2 | Charles Schwab; Ascensus; ADP | – |