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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.
12 firms manage $2.6B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Lakeshore Financial Planning Inc.Saint Clair Shores, MI | MI | $469M | +16% | 491 | $956K | 3 | Raymond James; American Funds | – | |
| 2Heritage Financial LLCGainesville, VA | VA | $408M | +22% | 350 | $1M | 7 | Charles Schwab; American Funds | – | |
| 3Signature Financial Services, LTDArlington Heights, IL | IL | $274M | +21% | 353 | $776K | 12 | BNY Pershing; SEI; American Funds | First Heartland Capital | |
| 4Ares Financial Consulting LLCCalabasas, CA | CA | $244M | +26% | 289 | $844K | 3 | Fidelity; Charles Schwab; Betterment; American Funds | – | |
| 5Anchor Wealth Management Group LLCWest Palm Beach, FL | FL | $233M | +14% | 209 | $1M | 1 | Fidelity; American Funds | – |
7 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.