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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.
13 firms manage $224B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Empower Advisory Group, LLCGreenwood Village, CO | CO | $195B | +23% | 297,074 | $658K | 6,138 | Empower; BNY Pershing; State Street | Empower Financial Services, Inc. | |
| 2Schwartz & Co.Bloomfield Hills, MI | MI | $10B | +16% | 1,737 | $6M | 23 | Fidelity Management Trust; RBC; Empower | Schwartz & Co | |
| 3Fisher\smbCarrollton, TX | TX | $6.8B | +25% | 1,848 | $4M | 4 | Ascensus; Empower | – | |
| 4MCF Advisors, LLCLexington, KY | KY | $4.7B | +41% | 3,539 | $1M | 30 | Charles Schwab; Empower | – | |
| 5Lawley Retirement AdvisorsBuffalo, NY | NY | $2.1B | +9.1% | 161 | $13M | 5 | Principal Financial Group; Fidelity; Empower | LPL Financial |
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.