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.
62 firms manage $100B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Prime Capital FinancialOverland Park, KS | KS | $39B | +30% | 23,965 | $707K | 261 | Fidelity Management Trust | |
| 2RFG Advisory, LLCVestavia Hills, AL | AL | $8.0B | +61% | 17,410 | $267K | 178 | Charles Schwab; Fidelity | |
| 3Vestgen Advisors, LLCChicago, IL | IL | $6.7B | +92% | 22,790 | $292K | 58 | Fidelity; BNY Pershing; Charles Schwab | |
| 4Mayflower AdvisorsBoston, MA | MA | $5.8B | +22% | 1,225 | $2M | 27 | Fidelity; BNY Pershing; ADP Broker-Dealer | |
| 5Nicolet Wealth ManagementGreen Bay, WI | WI | $4.3B | +12% | 3,849 | $438K | 45 | Charles Schwab; Fifth Third Bank |
57 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.