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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.
8 firms manage $6.2B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Human InvestingLake Oswego, OR | OR | $2.2B | +18% | 1,348 | $2M | 18 | Fidelity; Charles Schwab; The Standard | – | |
| 2Kerberrose Wealth Management, LLCShawano, WI | WI | $1.2B | +27% | 1,785 | $647K | 13 | Charles Schwab; Voya Financial Partners; John Hancock; Fidelity; Trustage Investment; Empower Financial; T.rowe Price; Lincoln Financial Group; Oneamerica; Tiaa-Cref; American Funds & Trusts Incorporated; The Standard | APW Capital | |
| 3Preisz FinancialPortland, OR | OR | $702M | +15% | 346 | $2M | 8 | LPL Financial; Empower Financial Services; John Hancock Investment Management Distributors; The Standard | LPL Financial | |
| 4Purus Wealth Management, LLCNewport Beach, CA | CA | $658M | +20% | 642 | $1M | 4 | Charles Schwab; The Standard | – | |
| 5Wheeler Retirement Plans LLCDuluth, MN | MN | $618M | +19% | 78 | $8M | 2 | The Standard; Ascensus; Fidelity; T. Rowe Price Investment Services | – |
3 more firms match this screen.
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