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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 $2.0B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1ISC Advisors, Inc.Dallas, TX | TX | $1.6B | +5.1% | 1,928 | $839K | 25 | RBC; Oneamerica Securities; Empower Retirement; Charles Schwab; IPX Retirement | Institutional Securities; Institutional Securities Corporation | |
| 2R.T. Jones Capital Equities Management Inc.St. Louis, MO | MO | $352M | −15% | 4,108 | $86K | 7 | Oneamerica Securities | – |