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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.
31 firms manage $26B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Larson Financial Group, LLCSaint Louis, MO | MO | $5.5B | +36% | 4,961 | $1M | 68 | Charles Schwab; Fidelity; TradePMR / Robinhood | Larson Financial Securities, LLC | |
| 2CG Advisory ServicesWilliamston, MI | MI | $4.6B | +15% | 5,614 | $827K | 69 | LPL Financial; Charles Schwab; Axos; TradePMR / Robinhood; Altruist | LPL Financial | |
| 3Blbb AdvisorsMontgomeryville, PA | PA | $3.3B | +19% | 1,632 | $2M | 12 | BNY Pershing; Fidelity; TradePMR / Robinhood | – | |
| 4Gryphon WealthJacksonville, FL | – | FL | $3.2B | – | 695 | $5M | 6 | TradePMR / Robinhood | – |
| 5Parr McKnight Wealth Management GroupMinneapolis, MN | MN | $1.1B | +12% | 613 | $2M | 10 | TradePMR / Robinhood | – |
26 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.