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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.
17 firms manage $358B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Creative PlanningOverland Park, KS | KS | $296B | +36% | 100,298 | $923K | 1,538 | Charles Schwab; Ascensus Broker Dealer Services; Fidelity | |
| 2Creative Planning Institutional Advisors, LLCNewport Beach, CA | CA | $38B | −84% | 915 | $29M | 112 | Fidelity; Empower Financial Services | |
| 3Integrity Alliance, LLCUrbandale, IA | IA | $5.4B | +125% | 10,885 | $265K | 322 | Charles Schwab; BNY Pershing; Assetmark Brokerage | |
| 4Maseco Private WealthLondon, United Kingdom | United Kingdom | $5.0B | +29% | 3,510 | $915K | 24 | BNY Pershing; Raymond James | |
| 5Csenge Advisory Group, LLCClearwater, FL | FL | $3.2B | +10.0% | 7,199 | $221K | 67 | Fidelity; BNY Pershing; Charles Schwab |
12 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.