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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 $2.1B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Gradient Wealth ManagementArden Hills, MN | MN | $608M | +2.8% | 4,553 | $104K | 67 | SEI; Charles Schwab; Goldman Sachs; RBC | |
| 2Cassady Wealth & Retirement Planning L.L.C.Henderson, NV | NV | $292M | +88% | 455 | $426K | 5 | SEI; Charles Schwab | |
| 3Big Sioux Wealth ManagementWatertown, SD | SD | $235M | +17% | 868 | $120K | 5 | Charles Schwab | |
| 4Jones & Associates Premier Financial SolutionsJacksonville, OR | OR | $227M | +16% | 521 | $166K | 2 | Charles Schwab | |
| 5Summit Financial Working With People You TrustSterling Heights, MI | MI | $219M | +79% | 1,139 | $110K | 6 | Charles Schwab |
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.