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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.
96 firms manage $116B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Matson Money, Inc.Mason, OH | OH | $24B | +18% | 29,985 | $811K | 9 | Axos; Charles Schwab | – | |
| 2United Planners' Financial Services of America A Limited PartnerScottsdale, AZ | AZ | $13B | +20% | 30,369 | $421K | 546 | Charles Schwab; Fidelity; Axos | – | |
| 3Horizon Investments LLCCharlotte, NC | NC | $8.5B | +58% | 1,467 | $6M | 23 | Axos; BNY Pershing; Fidelity | – | |
| 4Howard Capital Management, LLCAlpharetta, GA | GA | $8.0B | +17% | 10,608 | $755K | 10 | Axos; Fidelity | – | |
| 5OnesevenBeachwood, OH | OH | $7.7B | +59% | 16,335 | $472K | 95 | Raymond James; Charles Schwab; Fidelity Distributors Company; Axos; Goldman Sachs | Fortune Financial; MGO Securities; International Assets Advisory; MGO Securities Corp. |
91 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.