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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.
241 firms manage $582B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Focus Partners Wealth, LLCSt. Louis, MO | MO | $182B | +90% | 62,466 | $824K | 1,025 | Charles Schwab; Fidelity | |
| 2Beacon Pointe Advisors, LLCNewport Beach, CA | CA | $55B | +38% | 29,929 | $2M | 440 | Fidelity; Charles Schwab | |
| 3Arax Advisory PartnersNew York, NY | NY | $27B | +262% | 15,662 | $678K | 168 | Fidelity; Charles Schwab; BNY Pershing | |
| 4Summit Financial, LLCParsippany, NJ | NJ | $26B | +76% | 18,393 | $649K | 216 | Fidelity; Charles Schwab; Goldman Sachs | |
| 5Merit Financial AdvisorsAlpharetta, GA | GA | $24B | +126% | 20,711 | $1M | 229 | Fidelity; Charles Schwab |
236 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.