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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.
23 firms manage $62B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Arax Advisory PartnersNew York, NY | NY | $27B | +262% | 15,662 | $678K | 168 | Fidelity; Charles Schwab; BNY Pershing | |
| 2Modern Wealth Management, LLCKansas City, MO | MO | $11B | +77% | 11,934 | $356K | 102 | Charles Schwab; Fidelity | |
| 3Intellicents Investment Solutions IncAlbert LEA, MN | MN | $9.9B | +35% | 8,280 | $1M | 48 | Charles Schwab; Empower Retirement; Alerus Securities; Matrix Trust | |
| 4Cornerstone WealthHuntersville, NC | NC | $2.5B | +18% | 2,506 | $1M | 50 | Fidelity; Charles Schwab | |
| 5Invst, LLCIndianapolis, IN | IN | $1.6B | −12% | 2,301 | $230K | 39 | Charles Schwab |
18 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.