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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.
51 firms manage $50B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Mercury Advisory, LLCSAN Francisco, CA | CA | $18B | +62% | 10,487 | $2M | 4 | Apex Fintech | Mercury Investment Services LLC | |
| 2FacetWest Palm Beach, FL | FL | $7.6B | +97% | 14,741 | $516K | 77 | Apex Fintech; Fidelity | – | |
| 3StashNew York, NY | NY | $4.9B | +18% | 1,138,270 | $4K | 6 | Apex Fintech | Stash Capital; Stash Capital LLC | |
| 4Sofi Wealth LLCSAN Francisco, CA | CA | $2.0B | +39% | 254,020 | $8K | 15 | Apex Fintech | Sofi Securities; Sofi Securities (hong Kong) Limited; Sofi Securities LLC | |
| 5RHO TreasuryNew York, NY | NY | $1.9B | +169% | 1,078 | $2M | 1 | Apex Fintech; Interactive Brokers | – |
46 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.