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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.
9 firms manage $14B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Ausdal Financial Partners, Inc.Davenport, IA | IA | $3.7B | +75% | 16,572 | $225K | 168 | Charles Schwab; BNY Pershing | |
| 2Gryphon Financial PartnersColumbus, OH | OH | $2.4B | +20% | 661 | $865K | 15 | Fidelity; Charles Schwab | |
| 3Nadler Financial Group, Inc.Deerfield, IL | IL | $2.2B | +14% | 1,072 | $680K | 18 | Charles Schwab | |
| 4Cfo4lifeCoppell, TX | TX | $1.9B | +12% | 1,015 | $590K | 14 | Charles Schwab; Fidelity | |
| 5Mediqus Asset Advisors, Inc.Chicago, IL | IL | $1.5B | +12% | 831 | $912K | 6 | Charles Schwab |
4 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.