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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.
15 firms manage $13B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1OnesevenBeachwood, OH | OH | $7.7B | +59% | 16,335 | $289K | 95 | Raymond James; Charles Schwab; Fidelity Distributors Company; Axos; Goldman Sachs | |
| 2The Fiduciary AllianceGreenville, SC | SC | $2.5B | +31% | 8,964 | $276K | 45 | Charles Schwab; Fidelity | |
| 3Prosperity Financial Group, Inc.SAN Ramon, CA | – | CA | $503M | – | 612 | $370K | 8 | Charles Schwab |
| 4Exodus Wealth, LLCFort Lauderdale, FL | FL | $484M | +9.4% | 2,249 | $158K | 51 | Charles Schwab | |
| 5Fingerlakes Wealth Management, Inc.Ithaca, NY | NY | $285M | +23% | 592 | $215K | 4 | Charles Schwab; Tiaa-Cref Individual & Institutional Services |
10 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.