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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 $2.6B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Fortitude Advisory Group L.L.C.GIG Harbor, WA | WA | $468M | +12% | 622 | $345K | 15 | Raymond James; Charles Schwab; Fidelity | |
| 2Precision Financial ServicesMine Hill, NJ | NJ | $436M | +18% | 528 | $317K | 10 | Fidelity | |
| 3Bull Harbor Capital LLC.Bethesda, MD | MD | $355M | +3.2% | 426 | $837K | 28 | Fidelity; BNY Pershing; Axos; Charles Schwab; Assetmark | |
| 4Toomey Investment Management, IncWallingford, CT | CT | $321M | +19% | 1,302 | $369K | 3 | Fidelity | |
| 5Commons Capital, LLCNeedham, MA | MA | $307M | +25% | 226 | $422K | 6 | Fidelity |
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.