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.
13 firms manage $220B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Commonwealth Financial NetworkWaltham, MA | MA | $213B | +1.4% | 360,488 | $346K | 2,650 | Fidelity | |
| 2Armstrong, Fleming & Moore, Inc.Washington, DC | DC | $1.3B | +14% | 551 | $691K | 17 | Fidelity | |
| 3Financial Council, LLCTowson, MD | MD | $1.3B | +16% | 649 | $812K | 10 | Fidelity | |
| 4Investmark Advisory Group LLCShelton, CT | CT | $930M | +14% | 690 | $454K | 10 | Fidelity; SEI | |
| 5REA Wealth ManagementNew Philadelphia, OH | OH | $892M | +11% | 938 | $491K | 11 | Fidelity |
8 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.