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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.
7 firms manage $7.3B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Stonex Advisors Inc.Birmingham, AL | AL | $5.1B | +13% | 9,843 | $329K | 220 | Stonex Financial; BNY Pershing | |
| 2United Capital Management of Kansas, Inc.Salina, KS | KS | $885M | +32% | 1,655 | $237K | 23 | Charles Schwab | |
| 3Axient Investment Advisors LLCHuntsville, AL | – | AL | $454M | – | 768 | $400K | 12 | BNY Pershing |
| 4Trust Advisory Group LTDBirmingham, AL | AL | $314M | −37% | 564 | $396K | 22 | Stonex Financial; Charles Schwab | |
| 5Miami Valley Portfolio Management IncBrookville, OH | OH | $219M | +16% | 738 | $192K | 4 | SEI; Stonex Financial |
2 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.