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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 $22B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Highland Associates IncBirmingham, AL | AL | $21B | +4.2% | 65 | $323M | 18 | Principal; PNC; BNY; Lincoln Financial; Principal Financial Group | RF M&a Services LLC; Regions Securities LLC; The Frazer Lanier Company, Incorporated | |
| 2Optimum Quantvest CorporationDallas, TX | TX | $695M | +32% | 13 | $53M | 2 | PNC; Comerica Bank | – |