Screener
SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeScreener
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.
14 firms manage $61B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Beacon Pointe Advisors, LLCNewport Beach, CA | CA | $55B | +38% | 29,929 | $2M | 440 | Fidelity; Charles Schwab | |
| 2Kerberrose Wealth Management, LLCShawano, WI | WI | $1.2B | +27% | 1,785 | $345K | 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 | |
| 3Hudock Capital GroupWilliamsport, PA | PA | $1.0B | +18% | 921 | $387K | 7 | BNY Pershing; Fidelity | |
| 4Bridgewealth Advisory Group, LLCFresno, CA | CA | $869M | +17% | 793 | $372K | 5 | BNY Pershing | |
| 5Midwest Professional Planners, LTD.Wausau, WI | WI | $649M | +17% | 837 | $238K | 15 | Fidelity |
9 more firms match this screen.
Atlas shows every row, every column and ten years of assets for each firm, with exports, saved screens and alerts when firms change.