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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.
13 firms manage $26B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Cornerstone Advisors Asset Management, LLCBethlehem, PA | PA | $9.6B | +15% | 764 | $5M | 26 | Tiaa-Cref Individual & Institutional Services; Charles Schwab; M&t Bank | |
| 2Legacy Advisors, LLCPlymouth Meeting, PA | PA | $5.2B | +24% | 317 | $2M | 25 | BNY Pershing; Charles Schwab | |
| 3Valley Forge Investment Consultants, Inc.Audubon, PA | PA | $3.5B | +23% | 384 | $3M | 11 | Empower Financial Services; Voya Financial Partners; Charles Schwab; Fidelity | |
| 4LRI InvestmentsPalm Beach Gardens, FL | FL | $2.8B | +98% | 582 | $2M | 31 | BNY Pershing | |
| 5Horan Wealth, LLCCincinnati, OH | OH | $1.5B | +1.4% | 1,436 | $522K | 20 | Fidelity; 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.