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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.
20 firms manage $92B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Government Portfolio Advisors LLCPortland, OR | OR | $35B | +35% | 73 | $481M | 6 | Principal Securities; U.S. Bank; Zions Bank | – | |
| 2Wellth Advisory Services, LLCUnited States | United States | $27B | +13% | 3,887 | $7M | 73 | Principal Securities; Empower Financial Services | LPL Financial | |
| 3Nppg Plan Professionals, LLCShrewsbury, NJ | NJ | $6.3B | +38% | 64 | $98M | 2 | Principal Securities; Transamerica Capital; Lincoln Investment | – | |
| 4Buckhead Capital Management, LLCAtlanta, GA | GA | $5.8B | +11% | 203 | $28M | 12 | Principal Securities; US Bancorp National Association; Northern Trust; BNY; Charles Schwab | – | |
| 5Klingman and Associates, LLCNew York, NY | NY | $5.7B | +17% | 709 | $8M | 14 | Raymond James; Principal Securities | – |
15 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.