Screener
SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeScreener
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.
13 firms manage $53B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Arax Advisory PartnersNew York, NY | NY | $27B | +262% | 15,662 | $678K | 168 | Fidelity; Charles Schwab; BNY Pershing | |
| 2Atlanta Consulting Group Advisors, LLCAtlanta, GA | GA | $15B | +8.2% | 364 | $9M | 10 | Raymond James; US Bancorp; Charles Schwab | |
| 3Texas Capital Bank Private Wealth AdvisorsDallas, TX | TX | $4.2B | +21% | 735 | $2M | 39 | BNY Pershing; Raymond James; Fidelity | |
| 4Kingswood Wealth Advisors, LLCSAN Diego, CA | CA | $3.8B | +54% | 11,425 | $310K | 76 | Charles Schwab; Raymond James; RBC | |
| 5Blueprint Financial AdvisorsCharlotte, NC | NC | $1.4B | +601% | 2,330 | $607K | 39 | Charles Schwab |
8 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.