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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.
14 firms manage $155B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Cambridge Investment Research Advisors, Inc.Fairfield, IA | IA | $139B | +35% | 361,213 | $228K | 3,496 | BNY Pershing; Fidelity | |
| 2The Ameriflex GroupLAS Vegas, NV | NV | $9.7B | +3.2% | 16,203 | $313K | 181 | Assetmark Brokerage; Fidelity; Envestnet Retirement Solutions | |
| 3Cooper McManusIrvine, CA | CA | $2.9B | +11% | 3,482 | $401K | 50 | Charles Schwab; Fidelity | |
| 4Capital Investment Management, IncLee's Summit, MO | MO | $559M | +17% | 1,072 | $521K | 5 | Fidelity | |
| 5Madison Advisory Services, Inc.White Plains, NY | NY | $510M | +19% | 1,102 | $229K | 11 | SEI |
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.