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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.
5 firms manage $23B
| 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 | |
| 2Veery Capital, LLCWest Chester, PA | PA | $971M | +21% | 314 | $3M | 7 | SEI; Principal; TIAA | Purshe Kaplan Sterling; PKS, Veery Capital | |
| 3Navigate 401k, LLCBirmingham, AL | AL | $318M | +23% | 80 | $4M | 4 | Fidelity; Principal; Vanguard | – | |
| 4Guardian Wealth Management Inc.Peoria, IL | IL | $289M | +16% | 190 | $2M | 4 | Charles Schwab; Principal | Purshe Kaplan Sterling | |
| 5Villanova Investment Management Company, LLCWayne, PA | PA | $144M | +26% | 1 | $144M | 3 | BNY; State Street; Amalgamated Bank; Principal | Pennhaven Brokerage Partners; Pennhaven Brokerage Partners, LLC |