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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.
13 firms manage $15B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Essex Financial Services, Inc.Essex, CT | CT | $4.2B | +10% | 2,963 | $584K | 42 | Fidelity; BNY Pershing | |
| 2Spearhead Administrative Services, LLCGreenville, DE | DE | $3.8B | +78% | 28 | $5M | 3 | Charles Schwab; Fidelity | |
| 3Xcelsior Advisor Partners LLCScottsdale, AZ | AZ | $2.5B | +1574% | 1,501 | $529K | 22 | Fidelity; Charles Schwab | |
| 4Matauro, LLCNew York, NY | NY | $1.0B | +49% | 876 | $435K | 10 | Fidelity | |
| 5Asset Management Group, Inc.Stamford, CT | CT | $898M | +12% | 264 | $608K | 2 | Charles Schwab |
8 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.