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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.
12 firms manage $7.6B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Silver Oak Securities, Inc.Jackson, TN | TN | $2.4B | +21% | 8,746 | $162K | 103 | Charles Schwab | |
| 2Redhawk Wealth Advisors, Inc.Minneapolis, MN | MN | $1.5B | −21% | 3,205 | $219K | 47 | Charles Schwab | |
| 3Korhorn Financial GroupGranger, IN | IN | $1.2B | +23% | 2,339 | $196K | 42 | Fidelity | |
| 4Retirement Planning Solutions, LLCLouisville, KY | KY | $467M | +24% | 1,212 | $166K | 5 | Charles Schwab | |
| 5Blue Water Asset ManagementGrand Rapids, MI | MI | $428M | +11% | 940 | $231K | 7 | Charles Schwab |
7 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.