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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.
16 firms manage $12B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Advus Financial Partners, LLCWinter Park, FL | FL | $4.0B | +29% | 528 | $3M | 10 | Fidelity Management Trust; Fidelity; Empower Trust Co | |
| 2PFG AdvisorsPhoenix, AZ | AZ | $3.3B | +5.8% | 7,592 | $233K | 86 | Charles Schwab | |
| 3TCP Asset Management, LLCUpper Arlington, OH | OH | $1.2B | +44% | 2,221 | $236K | 21 | Charles Schwab; SEI | |
| 4RDA Financial NetworkAkron, IA | IA | $675M | +17% | 1,521 | $444K | 17 | Charles Schwab | |
| 5Hungerford Financial LLCGrand Rapids, MI | MI | $492M | +30% | 349 | $464K | 5 | Charles Schwab |
11 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.