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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.
3 firms manage $308M
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Atlantis Wealth Advisors LLCMaumee, OH | OH | $150M | +2.4% | 338 | $194K | 4 | Fidelity; Interactive Brokers; Goldman Sachs | |
| 2IBN Financial Services, IncLiverpool, NY | NY | $88M | −51% | 519 | $169K | 15 | Axos; Charles Schwab | |
| 3IBN Advisory Services, Inc.Liverpool, NY | NY | $70M | −62% | 197 | $332K | 8 | Charles Schwab |