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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 $10B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Vestgen Advisors, LLCChicago, IL | IL | $6.7B | +92% | 22,790 | $292K | 58 | Fidelity; BNY Pershing; Charles Schwab | |
| 2World Equity Group, Inc.Schaumburg, IL | IL | $1.0B | +6.0% | 3,151 | $334K | 52 | – | |
| 3Nicholas Wealth ManagementMarietta, GA | GA | $740M | +79% | 1,072 | $329K | 9 | Charles Schwab; Fidelity | |
| 4Prostatis Financial Advisors GroupHanover, MD | MD | $605M | +19% | 1,568 | $159K | 16 | Charles Schwab; Fidelity | |
| 5Greenbridge Partners LLCLakeland, FL | FL | $433M | +70% | 648 | $591K | 1 | Charles Schwab |
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.