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.
24 firms manage $79B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1BettermentNew York, NY | NY | $70B | +23% | 1,022,488 | $68K | 34 | Betterment | MTG, LLC | |
| 2Cambria Investment Management, L.P.Manhattan Beach, CA | CA | $3.6B | +34% | 203 | $18M | 4 | Betterment | Alps Distributors | |
| 3Continuum Advisory, LLCEagle, ID | ID | $1.9B | +35% | 3,461 | $551K | 32 | Charles Schwab; Betterment | Osaic | |
| 4Able Wealth Management LLCToms River, NJ | NJ | $580M | +80% | 1,030 | $563K | 5 | Charles Schwab; Fidelity; Altruist; Betterment | – | |
| 5Physician Family Financial Advisors IncBeaverton, OR | OR | $285M | +25% | 376 | $758K | 3 | Betterment | – |
19 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.