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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.
4 firms manage $1.6B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Ignite Planners LLCSAN Clemente, CA | CA | $1.1B | +21% | 4,610 | $247K | 38 | Charles Schwab; Empower Financial Services; Dunham | – | |
| 2Flfs Advisory LLCVictor, NY | NY | $161M | +14% | 203 | $796K | 5 | Dunham | LPL Financial | |
| 3MFG Private WealthCanonsburg, PA | PA | $146M | +22% | 795 | $183K | 4 | Dunham; Assetmark Brokerage | LPL Financial | |
| 4Tolley Financial Group, LLCRaleigh, NC | – | NC | $122M | – | 192 | $635K | 1 | Charles Schwab; Dunham | – |