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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.
36 firms manage $219B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1MarinerOverland Park, KS | KS | $125B | +27% | 55,512 | $671K | 933 | Charles Schwab; Fidelity | |
| 2Summit Trail Advisors, LLCNew York, NY | NY | $20B | −16% | 742 | $2M | 31 | BNY Pershing; Charles Schwab; Fidelity | |
| 3New Edge WealthStamford, CT | CT | $20B | +65% | 3,692 | $1M | 99 | Fidelity; Charles Schwab | |
| 4Kingsview Wealth Management, LLCGrants Pass, OR | OR | $9.0B | +33% | 12,309 | $281K | 95 | Raymond James; Charles Schwab | |
| 5RFG Advisory, LLCVestavia Hills, AL | AL | $8.0B | +61% | 17,410 | $267K | 178 | Charles Schwab; Fidelity |
31 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.