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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.
17 firms manage $7.7B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Mainline West Fund Manager LLCDenver, CO | CO | $1.8B | +5.3% | 116 | $15M | 4 | Wilmington Trust; Hilltop Securities | Mainline West Municipal Securities; Mainline West Municipal Securities LLC | |
| 2Calton & Associates, Inc.Tampa, FL | FL | $1.6B | +30% | 5,283 | $298K | 221 | Fidelity; Charles Schwab; Hilltop Securities; Goldman Sachs | Calton | |
| 3Packerland Brokerage Services, Inc.Green Bay, WI | WI | $1.4B | +49% | 4,868 | $279K | 165 | Hilltop Securities | Packerland | |
| 4RTW Financial Advisors IncDallas, TX | TX | $581M | +14% | 182 | $3M | 3 | Hilltop Securities | Momentum Independent Network | |
| 5H. C. Denison Co.Sheboygan, WI | WI | $310M | +75% | 343 | $904K | 4 | Hilltop Securities | – |
12 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.