Screener
SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeScreener
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.
13 firms manage $7.6B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Gateway Wealth Partners, LLCAppleton, WI | WI | $2.3B | +82% | 7,382 | $309K | 83 | LPL Financial; Assetmark | LPL Financial | |
| 2Pinkerton Wealth PartnersCoeur D'alene, ID | ID | $1.4B | +15% | 1,262 | $1M | 16 | Charles Schwab; Assetmark | Private Client Services | |
| 3American Independent Securities Group, LLCEagle, ID | ID | $986M | +63% | 4,385 | $225K | 49 | RBC; Assetmark | American Independent Securities Group; American Independent Securities Group, LLC | |
| 4TFB Advisors, LLCOverland Park, KS | KS | $840M | −2.3% | 1,355 | $620K | 19 | Charles Schwab; Assetmark | Ameritas | |
| 5Bull Harbor Capital LLC.Bethesda, MD | MD | $355M | +3.2% | 426 | $833K | 28 | Fidelity; BNY Pershing; Axos; Charles Schwab; Assetmark | MassMutual; Leigh Baldwin & Co. |
8 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.