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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.
38 firms manage $95B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1CWM, LLCOmaha, NE | NE | $51B | +50% | 52,669 | $328K | 472 | Charles Schwab; Fidelity | |
| 2Avantax Planning Partners, Inc.Dubuque, IA | IA | $7.6B | +9.2% | 8,370 | $549K | 200 | Charles Schwab; Fidelity Personal Trust | |
| 3Retirement and Wealth at Alliant, LLCWayne, PA | PA | $7.4B | +64% | 222 | $30M | 30 | – | |
| 4Praxis Investment Management, Inc.Goshen, IN | IN | $3.3B | +19% | 1 | $330M | 5 | – | |
| 5Advisornet Wealth PartnersMinnetonka, MN | MN | $3.1B | +35% | 3,514 | $339K | 68 | Charles Schwab; Fidelity Distributors Company |
33 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.