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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.
627 firms manage $3.95T
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Envestnet PMCBerwyn, PA | PA | $615B | +16% | 2,241,364 | $274K | 178 | Fidelity; BNY Pershing | Envestnet Securities, Inc.; Fidx Markets LLC | |
| 2Cetera Investment Advisers LLCSchaumburg, IL | IL | $257B | +57% | 813,961 | $316K | 9,049 | BNY Pershing; Fidelity; Cetera Investment Services; Charles Schwab | Cetera Advisors LLC; Cetera Financial Specialists LLC; Cetera Investment Services LLC; Cetera Wealth Services, LLC | |
| 3Osaic Wealth, Inc.Scottsdale, AZ | AZ | $235B | +17% | 575,512 | $408K | 7,143 | BNY Pershing; Fidelity | Osaic; Ladenburg Thalmann & Co. Inc.; Osaic Institutions, Inc.; Osaic Services, Inc. | |
| 4Hightower Advisors, LLCChicago, IL | IL | $199B | +21% | 64,035 | $3M | 953 | Fidelity; Charles Schwab; BNY Pershing | Hightower; Hightower Securities, LLC | |
| 5Empower Advisory Group, LLCGreenwood Village, CO | CO | $195B | +23% | 297,074 | $658K | 6,138 | Empower; BNY Pershing; State Street | Empower Financial Services, Inc. |
622 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.