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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.
6 firms manage $7.7B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Davidson Investment Advisors, Inc.Great Falls, MT | MT | $5.2B | +8.0% | 4,407 | $1M | 13 | D.A. Davidson &; D.A. Davidson Trust Services; First Clearing | D.A. Davidson & Co. | |
| 2Dmkc Advisory Services, LLCDES Moines, IA | IA | $903M | +35% | 500 | $2M | 8 | First Clearing | D.M. Kelly & Company | |
| 3Huntleigh Advisors, Inc.St. Louis, MO | MO | $782M | +25% | 1,838 | $425K | 55 | First Clearing | Huntleigh Securities Corporation; K. W. Chambers & Co. | |
| 4Sarver Vrooman Wealth Advisors LLCKansas City, MO | MO | $452M | +5.8% | 296 | $2M | 4 | First Clearing | – | |
| 5Daner Wealth Management, LLCAlpharetta, GA | GA | $202M | +15% | 190 | $1M | 2 | First Clearing | – |
1 more firm matches this screen.
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