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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.
6 firms manage $17B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Americana Partners, LLCHouston, TX | TX | $9.1B | +50% | 1,818 | $1M | 34 | Charles Schwab | |
| 2KrilogySt. Louis, MO | MO | $5.2B | +47% | 3,204 | $467K | 65 | Charles Schwab; Fidelity | |
| 3Cora Capital AdvisorsMarlton, NJ | NJ | $723M | +23% | 786 | $355K | 8 | BNY Pershing | |
| 4Alexander Labrunerie & Co., Inc.Columbia, MO | MO | $619M | +18% | 1,186 | $206K | 6 | Charles Schwab | |
| 5Rose Capital Advisors, LLCMiami Beach, FL | FL | $608M | −8.3% | 375 | $663K | 9 | BNY Pershing |
1 more firm matches 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.