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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.
378 firms manage $798B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Global Retirement Partners LLCSAN Rafael, CA | CA | $170B | +18% | 28,693 | $6M | 442 | LPL Financial; Charles Schwab | Hub International Investment Services Inc.; TWD Securities, LLC | |
| 2Private Advisor Group, LLCMorristown, NJ | NJ | $58B | +55% | 170,206 | $339K | 885 | LPL Financial; Fidelity | LPL Financial; PAG Financial, LLC | |
| 3Vestmark Advisory Solutions, Inc.Wakefield, MA | MA | $50B | +398% | 84,069 | $593K | 25 | UBS; Charles Schwab; Fidelity; LPL Financial | – | |
| 4Equitable Advisors, LLCNew York, NY | NY | $47B | +36% | 76,027 | $622K | 4,664 | LPL Financial | Equitable; Alliancebernstein Investments, Inc.; Bernstein Institutional Services LLC; Equitable Distributors, LLC; Planmember Securities Corporation; Sanford C. Bernstein & Co., LLC; Stifel Independent Advisors, LLC | |
| 5Newedge AdvisorsNew Orleans, LA | LA | $43B | +58% | 49,898 | $866K | 515 | Fidelity; LPL Financial; Charles Schwab; Raymond James; Goldman Sachs; MID Atlantic Trust | LPL Financial; Newedge Securities; Newedge Securities, LLC |
373 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.