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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.
187 firms manage $49B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1CG Advisory ServicesWilliamston, MI | MI | $4.6B | +15% | 5,614 | $827K | 69 | LPL Financial; Charles Schwab; Axos; TradePMR / Robinhood; Altruist | LPL Financial | |
| 2Revisor Wealth Management LLCAkron, OH | OH | $2.5B | +23% | 3,132 | $808K | 7 | Charles Schwab; Fidelity; Interactive Brokers; Altruist | Independence Capital Co.; Independence Capital | |
| 3Root Financial PartnersAustin, TX | TX | $2.1B | +94% | 858 | $3M | 59 | Charles Schwab; Altruist | – | |
| 4Range Advisory, LLCMcLean, VA | VA | $1.4B | +860% | 1,773 | $783K | 18 | Altruist; Apex Fintech | Range Investing; Range Investing, LLC | |
| 5Inspire Advisors, LLCMeridian, ID | ID | $1.3B | +29% | 3,536 | $377K | 63 | Charles Schwab; Altruist | – |
182 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.