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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.
8 firms manage $13B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Level Four Advisory ServicesDallas, TX | TX | $6.5B | +23% | 15,720 | $416K | 119 | Raymond James; Charles Schwab; Fidelity Distributors Company | |
| 2MAG CapRidgeland, MS | MS | $1.7B | +14% | 1,566 | $391K | 13 | Raymond James | |
| 3Level Four Capital ManagementDallas, TX | TX | $1.4B | +12% | 3,533 | $391K | 8 | Raymond James; Fidelity; Charles Schwab | |
| 4Abel Hall, LLCBaton Rouge, LA | LA | $819M | +105% | 199 | $1M | 7 | Fidelity | |
| 5West Michigan AdvisorsHolland, MI | MI | $781M | +27% | 1,378 | $261K | 16 | Charles Schwab; Raymond James |
3 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.