Screener
SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeScreener
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.
40 firms manage $102B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Tidal Investments LLCMilwaukee, WI | WI | $46B | +68% | 343 | $134M | 50 | Fidelity; Charles Schwab; Matrix Trust | Foreside Fund Services | |
| 2Intellicents Investment Solutions IncAlbert LEA, MN | MN | $9.9B | +35% | 8,280 | $1M | 48 | Charles Schwab; Empower Retirement; Alerus Securities; Matrix Trust | Mutual Securities | |
| 3Human Interest Advisors LLCSAN Francisco, CA | CA | $8.1B | +23% | 831,446 | $10K | 2 | Matrix Trust | – | |
| 4Pension Consultants IncSpringfield, MO | MO | $5.4B | +10% | 88 | $62M | 6 | Matrix Trust; Empower Trust Company; John Hancock Trust | – | |
| 5GWN Securities Inc.Palm Beach Gardens, FL | FL | $4.8B | +30% | 37,793 | $126K | 448 | Fidelity; Matrix Trust | GWN; Abacus Investments, Inc.; Money Concepts Capital Corp |
35 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.