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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.
12 firms manage $87B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1USI AdvisorsGlastonbury, CT | CT | $56B | +15% | 1,353 | $42M | 48 | Fidelity; Charles Schwab; Empower Retirement | USI Securities; USI Securities, Inc. | |
| 2Intellicents Investment Solutions IncAlbert LEA, MN | MN | $9.9B | +35% | 8,280 | $1M | 48 | Charles Schwab; Empower Retirement; Alerus Securities; Matrix Trust | Mutual Securities | |
| 3Hays Financial Group, LLCMinneapolis, MN | MN | $7.5B | +22% | 572 | $13M | 6 | Fidelity; Empower Retirement | LPL Financial | |
| 4MJ RetirementCarmel, IN | IN | $5.5B | +8.3% | 193 | $28M | 7 | Fidelity; Empower Retirement | – | |
| 5Provenance Wealth AdvisorsFort Lauderdale, FL | FL | $3.6B | +2.9% | 3,111 | $1M | 20 | Raymond James; Empower Retirement | PWA Securities, LLC |
7 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.