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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 $4.9B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Inscription Capital, LLCHouston, TX | TX | $2.0B | +32% | 456 | $1M | 14 | Fidelity; Charles Schwab; Goldman Sachs | |
| 2Onyx Bridge Wealth Group LLCTarrytown, NY | NY | $1.4B | +37% | 1,846 | $308K | 19 | Charles Schwab | |
| 3Catalyst Private Wealth, LLCSAN Mateo, CA | CA | $370M | +12% | 524 | $707K | 5 | Charles Schwab | |
| 4Emerson Equity LLCSAN Mateo, CA | CA | $322M | −1.9% | 620 | $472K | 84 | Charles Schwab; BNY Pershing | |
| 5Tamalpais Asset ManagementLarkspur, CA | CA | $263M | +25% | 264 | $381K | 7 | Charles Schwab; Interactive Brokers |
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.