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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.
116 firms manage $549B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Osaic Wealth, Inc.Scottsdale, AZ | AZ | $235B | +17% | 575,512 | $276K | 7,143 | BNY Pershing; Fidelity | |
| 2Gallagher Fiduciary Advisors, LLCRolling Meadows, IL | IL | $195B | +7.9% | 6,120 | $30M | 218 | – | |
| 3Osaic Advisory Services, LLCAtlanta, GA | GA | $15B | +24% | 29,898 | $307K | 344 | Charles Schwab; Fidelity | |
| 4Cassaday & Company, Inc.McLean, VA | VA | $7.1B | +19% | 3,267 | $2M | 32 | BNY Pershing | |
| 5Focus FinancialMinneapolis, MN | MN | $6.8B | +9.0% | 13,684 | $248K | 114 | Charles Schwab; BNY Pershing |
111 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.