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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.
92 firms manage $179B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Waverly Advisors, LLCBirmingham, AL | AL | $30B | +85% | 13,689 | $2M | 197 | Charles Schwab; Fidelity | – | |
| 2Highland 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 | |
| 3Regions Investment Management, Inc.Birmingham, AL | AL | $20B | +7.6% | 0 | – | 24 | – | RF M&a Services LLC; Regions Securities LLC; The Frazer Lanier Company, Incorporated | |
| 4Aptus Capital Advisors, LLCFairhope, AL | AL | $14B | +43% | 12,707 | $1M | 26 | Charles Schwab; Fidelity | – | |
| 5RFG Advisory, LLCVestavia Hills, AL | AL | $8.0B | +61% | 17,410 | $458K | 178 | Charles Schwab; Fidelity | The Leaders Group; Johnstone Brokerage Services; Private Client Services; Cap Acuity Securities |
87 more firms match this screen.
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