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.
134 firms manage $822B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Creative PlanningOverland Park, KS | KS | $296B | +36% | 100,298 | $3M | 1,538 | Charles Schwab; Ascensus Broker Dealer Services; Fidelity | Integrity Alliance | |
| 2OnedigitalOverland Park, KS | KS | $155B | +9.0% | 18,203 | $9M | 367 | Fidelity; Empower Trust; Charles Schwab | Onedigital Securities LLC; PWL Capital Inc. | |
| 3MarinerOverland Park, KS | KS | $125B | +27% | 55,512 | $2M | 933 | Charles Schwab; Fidelity | The Leaders Group; Msec, LLC; W G Securities, LLC | |
| 4AE Wealth Management, LLCTopeka, KS | KS | $50B | +33% | 128,073 | $389K | 448 | Fidelity; Charles Schwab | Madison Avenue; AE Financial Services; AE Financial Services, LLC; Madison Avenue Securities, LLC | |
| 5Prime Capital FinancialOverland Park, KS | KS | $39B | +30% | 23,965 | $2M | 261 | Fidelity Management Trust | Private Client Services |
129 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.