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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.
12 firms manage $98B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Chevy Chase Trust CompanyBethesda, MD | MD | $45B | +12% | 1,245 | $36M | 42 | Reliance Trust | – | |
| 2Stancorp Investment Advisers, Inc.Portland, OR | OR | $35B | +2.7% | 96,128 | $359K | 12 | Reliance Trust; Charles Schwab | Stancorp Equities, Inc. | |
| 3Welch & Forbes LLCBoston, MA | MA | $9.9B | +8.1% | 699 | $14M | 12 | Reliance Trust | – | |
| 4Advocacy Wealth Management, LLCAtlanta, GA | GA | $3.2B | +56% | 1,720 | $2M | 26 | Reliance Trust; Fidelity; Charles Schwab | – | |
| 5Martel Wealth Advisors, LLCVancouver, WA | WA | $1.5B | +17% | 1,033 | $1M | 12 | Charles Schwab; SEI; Reliance Trust | – |
7 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.