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.
6 firms manage $2.8B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Verity Asset ManagementDurham, NC | NC | $1.2B | +11% | 5,838 | $198K | 54 | Axos; Fidelity; TIAA | Verity Investments; Corecap Investments, LLC; The Leaders Group, Inc.; Verity Investments, Inc. | |
| 2Veery Capital, LLCWest Chester, PA | PA | $971M | +21% | 314 | $3M | 7 | SEI; Principal; TIAA | Purshe Kaplan Sterling; PKS, Veery Capital | |
| 31620 Investment Advisors, Inc.Plymouth, MA | MA | $242M | +23% | 242 | $998K | 3 | Charles Schwab; Fidelity; Merrill / Bank of America; ADP; Raymond James; TIAA | – | |
| 4Hawkins Investment Counsel, LLCUnited States | United States | $168M | +11% | 98 | $2M | 3 | Charles Schwab; Vanguard; TIAA | – | |
| 5Clarity Financial PlannersClayton, MO | MO | $132M | +12% | 38 | $3M | 1 | Altruist; Charles Schwab; TIAA | – |
1 more firm matches 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.