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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.
12 firms manage $145B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Kestra Advisory Services, LLCAustin, TX | TX | $80B | +33% | 117,403 | $415K | 1,359 | Fidelity | |
| 2Wealthspire Retirement AdvisoryAliso Viejo, CA | CA | $39B | −67% | 7,532 | $5M | 139 | Fidelity; Charles Schwab; BNY Pershing | |
| 3Kestra Private Wealth Services, LLCAustin, TX | TX | $13B | +32% | 20,230 | $404K | 211 | Fidelity | |
| 4Kestra Investment Management, LLC.Austin, TX | TX | $4.3B | +65% | 4 | $265K | 13 | – | |
| 5Fiduciary FirstMaitland, FL | FL | $2.5B | −52% | 27 | $59M | 7 | – |
7 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.