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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.
212 firms manage $511B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Osaic Wealth, Inc.Scottsdale, AZ | AZ | $235B | +17% | 575,512 | $408K | 7,143 | BNY Pershing; Fidelity | Osaic; Ladenburg Thalmann & Co. Inc.; Osaic Institutions, Inc.; Osaic Services, Inc. | |
| 2Voya Investments, LLCScottsdale, AZ | AZ | $59B | +7.4% | 107 | $556M | 71 | – | Voya Investments Distributors; Voya Financial Advisors, Inc.; Voya Financial Partners, LLC; Voya Investments Distributor, LLC | |
| 3GI PartnersScottsdale, AZ | AZ | $36B | +5.1% | 29 | $1.2B | 85 | – | – | |
| 4Davis Selected Advisers LPTucson, AZ | AZ | $30B | +19% | 109 | $276M | 10 | – | Davis Distributors, LLC | |
| 5United Planners' Financial Services of America A Limited PartnerScottsdale, AZ | AZ | $13B | +20% | 30,369 | $421K | 546 | Charles Schwab; Fidelity; Axos | – |
207 more firms match this screen.
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