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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.
3 firms manage $14B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Trust Advisors, Inc.Houston, TX | TX | $7.0B | +15% | 12 | $580M | 1 | Truist; Regions Bank | – | |
| 2Simplicity WealthSummit, NJ | NJ | $4.3B | +19% | 8,494 | $503K | 190 | Charles Schwab; Principal Financial Group; Truist | Corecap Investments, LLC; Retireone Investment Services, LLC; The Leaders Group, Inc.; Verity Investments, Inc. | |
| 3Logan Capital Management, Inc.Newtown Square, PA | PA | $3.1B | +13% | 1,897 | $2M | 15 | Charles Schwab; Truist | – |