Screener
SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeScreener
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.
7 firms manage $157B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1MML Investors Services, LLCSpringfield, MA | MA | $116B | +28% | 454,836 | $254K | 4,961 | Fidelity | |
| 2Wealthspire AdvisorsNew York, NY | NY | $34B | +33% | 9,973 | $3M | 220 | Charles Schwab; Fidelity; BNY Pershing | |
| 3MarinerOverland Park,, KS | KS | $2.8B | +18% | 3,537 | $451K | 7 | Fidelity | |
| 4Newsquare Capital, LLCNewtown Square, PA | PA | $2.4B | +24% | 2,196 | $574K | 6 | – | |
| 5Catalyst Financial PartnersBoston, MA | MA | $1.7B | +69% | 355 | $1M | 6 | Charles Schwab |
2 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.