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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.
7 firms manage $1.5B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Westend Capital Management, LLC.Sausalito, CA | CA | $436M | +25% | 331 | $1M | 3 | Charles Schwab; Equity Trust | – | |
| 2Accretive Wealth Management, LLCSAN Ramon, CA | CA | $291M | +8.8% | 220 | $1M | 3 | Equity Trust; Charles Schwab; Inspira Financial | – | |
| 3Broad Reach Capital LLCRaleigh, NC | NC | $180M | +43% | 22 | $8M | 2 | Pinnacle Financial Partners; Equity Trust; Interactive Brokers; Charles Schwab | – | |
| 4Waystone Advisors LLCUnited States | United States | $179M | +32% | 306 | $586K | 4 | Equity Trust | – | |
| 5CLF Asset Management, Inc.Madison, WI | WI | $147M | +33% | 386 | $381K | 5 | Charles Schwab; Equity Trust | – |
2 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.