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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.
6,418 firms manage $13.63T
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Charles Schwab Investment Management, IncSAN Francisco, CA | CA | $1.72T | +20% | 856,597 | $2M | 175 | Charles Schwab | Charles Schwab & Co., Inc. | |
| 2Fisher InvestmentsPlano, TX | TX | $387B | +29% | 199,922 | $2M | 1,948 | Charles Schwab; Fidelity | – | |
| 3Edelman Financial EnginesSanta Clara, CA | CA | $326B | +11% | 1,244,406 | $262K | 553 | Fidelity Distributors Company; Charles Schwab; Vanguard; Alight Solutions; Voya Retirement Advisors | – | |
| 4First Trust Advisors LPWheaton, IL | IL | $309B | +21% | 5,731 | $54M | 143 | Charles Schwab; Fidelity | First Trust Japan GK; First Trust Portfolios Asia PTE. LTD.; First Trust Portfolios L.P. | |
| 5Creative PlanningOverland Park, KS | KS | $296B | +36% | 100,298 | $3M | 1,538 | Charles Schwab; Ascensus Broker Dealer Services; Fidelity | Integrity Alliance |
6,413 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.