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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 $876M
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1PHD Retirement ConsultingOverland Park, KS | KS | $559M | +40% | 66 | $8M | 3 | Alerus Financial; Transamerica | – | |
| 2Bison Creek Wealth Management LLCUnited States | United States | $317M | +17% | 78 | $4M | 1 | Transamerica | – |