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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 $1.9B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Capsouth Wealth ManagementDothan, AL | AL | $1.0B | +13% | 373 | $3M | 13 | Charles Schwab; Principal Trust; Empower Trust | – | |
| 2Primetrust Advisors LLCGreenville, SC | SC | $422M | +6.9% | 32 | $13M | 2 | Principal Trust; Transamerica Retirement Solutions; ADP | – | |
| 3GSI Capital Advisors LLCNewport Beach, CA | CA | $182M | −5.2% | 3 | $61M | 3 | BNY; Principal Trust | – | |
| 4Focus 401 (k) Group, LLCAddison, TX | TX | $170M | +70% | 27 | $6M | 2 | Reliance Trust; Fidelity Management Trust; MID Atlantic Trust; Empower Trust; Ascensus Trust; Principal Trust; Vestwell Trust; Massachusetts Fidelity Trust | – | |
| 5Investment Consultants LLCUnited States | United States | $123M | −22% | 11 | $11M | 1 | Principal Trust; Merrill / Bank of America | – |