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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.
10 firms manage $61B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1AE Wealth Management, LLCTopeka, KS | KS | $50B | +33% | 128,073 | $176K | 448 | Fidelity; Charles Schwab | |
| 2Impact Partnership Wealth, LLCMarietta, GA | GA | $3.0B | +76% | 8,017 | $185K | 89 | Charles Schwab; Fidelity | |
| 3McAdam LLCRadnor, PA | PA | $2.7B | +17% | 5,551 | $255K | 138 | Charles Schwab | |
| 4Madison Avenue Securities, LLCSAN Diego, CA | CA | $2.0B | −1.0% | 14,099 | $143K | 81 | BNY Pershing | |
| 5Buck Wealth Strategies, LLCDenver, CO | CO | $1.6B | +191% | 2,948 | $316K | 39 | Fidelity; Charles Schwab |
5 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.