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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.
21 firms manage $19B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Newport Group Consulting, LLCLake Mary, FL | FL | $5.1B | +15% | 3,761 | $1M | 14 | Ascensus Trust | Ascensus Broker Dealer Services, LLC; Kroll Securities LLC; MID Atlantic Clearing & Settlement Corporation | |
| 2Stadion Money Management, LLCWatkinsville, GA | GA | $2.7B | +8.9% | 49,626 | $54K | 12 | Fifth Third Bancorp (lincoln); State Street; Ascensus Trust; Equitable | – | |
| 3Mitchell, McLeod, Pugh & Williams, Inc.Mobile, AL | AL | $2.7B | +17% | 1,046 | $3M | 9 | Charles Schwab; Ascensus Trust | – | |
| 4ForusallUnited States | United States | $1.5B | +12% | 31,237 | $48K | 6 | MID Atlantic Trust; Fidelity Management Trust; Ascensus Trust | – | |
| 5Northstar Fiduciary Partners, LLCUnited States | United States | $1.3B | +11% | 185 | $7M | 2 | John Hancock Distributors; Empower Trust Company; Ascensus Trust; Charles Schwab | – |
16 more firms match this screen.
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