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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.
6 firms manage $5.1B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1SBB Research Group LLCNorthbrook, IL | IL | $3.3B | +17% | 10 | $326M | 11 | J.P. Morgan; E*Trade; Mesirow Financial | – | |
| 2Portfolio Medics, LLCBonita Springs, FL | FL | $780M | +41% | 2,929 | $266K | 75 | E*Trade | – | |
| 3Capital Advisers, Inc.Raleigh, NC | NC | $620M | +23% | 723 | $858K | 2 | Charles Schwab; E*Trade | – | |
| 4Fleisher, MartinUnited States | United States | $180M | +10.0% | 12 | $15M | 1 | Vanguard; Charles Schwab; E*Trade; Fidelity | – | |
| 5Humble Capital Management LLCHonolulu, HI | HI | $146M | +16% | 46 | $3M | 2 | Charles Schwab; E*Trade | – |
1 more firm matches 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.