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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.
30 firms manage $101B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1RBC Rochdale, LLCNew York, NY | NY | $73B | +7.0% | 17,054 | $4M | 138 | City National Bank; BNY Pershing; Assetmark Brokerage | RBC Securities; CNR Securities LLC; RBC Capital Markets, LLC; RBC Securities, Inc. | |
| 2The Ameriflex GroupLAS Vegas, NV | NV | $9.7B | +3.2% | 16,203 | $596K | 181 | Assetmark Brokerage; Fidelity; Envestnet Retirement Solutions | Cambridge; Ameriflex Group Securities, Inc. | |
| 3Integrity Alliance, LLCUrbandale, IA | IA | $5.4B | +125% | 10,885 | $497K | 322 | Charles Schwab; BNY Pershing; Assetmark Brokerage | Integrity Alliance; Integrity Capital, LLC | |
| 4Prosperity Capital AdvisorsWestlake, OH | OH | $4.4B | +19% | 7,548 | $581K | 98 | Charles Schwab; Fidelity Distributors Company; Northern Trust; Assetmark Brokerage | – | |
| 5TPG Financial Advisors, LLCPortland, OR | OR | $2.2B | +13% | 637 | $3M | 13 | Assetmark Brokerage; Charles Schwab; Fidelity; Principal Securities | – |
25 more firms match this screen.
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