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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.
9 firms manage $165B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1OnedigitalOverland Park, KS | KS | $155B | +9.0% | 18,203 | $9M | 367 | Fidelity; Empower Trust; Charles Schwab | Onedigital Securities LLC; PWL Capital Inc. | |
| 2Pentegra Investors, Inc.Shelton, CT | CT | $5.6B | +1.7% | 250 | $22M | 5 | BNY; Empower Trust | Pentegra Distributors Inc. | |
| 3Capsouth Wealth ManagementDothan, AL | AL | $1.0B | +13% | 373 | $3M | 13 | Charles Schwab; Principal Trust; Empower Trust | – | |
| 4Commerce Street Investment ManagementDallas, TX | TX | $891M | +1.7% | 64 | $14M | 10 | Fidelity Management Trust; Empower Trust; Principal Financial Trust | Commerce Street Capital, LLC | |
| 5Pasi Investments, LLCFarmington, CT | CT | $676M | +20% | 439 | $2M | 4 | Empower Trust; Charles Schwab; Fidelity | Daybright Securities, LLC |
4 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.