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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.
2 firms manage $3.8B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Ulrich Investment ConsultantsAlbuquerque, NM | NM | $3.6B | +13% | 301 | $12M | 10 | Charles Schwab; BOK Financial | – | |
| 2Three Peaks Capital Management, LLCCastle Rock, CO | CO | $223M | −11% | 72 | $3M | 4 | BOK Financial; First National Bank; Central Pacific Bank | – |