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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.
327 firms manage $1.30T
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1LPL Financial LLCFort Mill, SC | SC | $819B | +32% | 1,986,990 | $287K | 36,280 | – | |
| 2Private Advisor Group, LLCMorristown, NJ | NJ | $58B | +55% | 170,206 | $339K | 885 | LPL Financial; Fidelity | |
| 3Newedge AdvisorsNew Orleans, LA | LA | $43B | +58% | 49,898 | $420K | 515 | Fidelity; LPL Financial; Charles Schwab; Raymond James; Goldman Sachs; MID Atlantic Trust | |
| 4Wellth Advisory Services, LLCUnited States | United States | $27B | +13% | 3,887 | $7M | 73 | Principal Securities; Empower Financial Services | |
| 5LPL Enterprise, LLCFort Mill, SC | SC | $25B | +32% | 102,563 | $179K | 4,492 | – |
322 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.