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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.
34 firms manage $25B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Smith Shellnut WilsonRidgeland, MS | MS | $6.9B | −14% | 380 | $18M | 14 | Fnbb Capital Markets; Fidelity; First Horizon Bank | B1capital Inc | |
| 2Hardy Reed, LLCTupelo, MS | MS | $2.9B | +23% | 395 | $7M | 12 | Fidelity; ADP Broker-Dealer | – | |
| 3The Molpus Woodlands Group, LLCRidgeland, MS | MS | $1.8B | +17% | 9 | $204M | 23 | – | – | |
| 4MAG CapRidgeland, MS | MS | $1.7B | +14% | 1,566 | $1M | 13 | Raymond James | Level Four Financial | |
| 5Barnes Pettey Financial Advisors, LLCClarksdale, MS | MS | $1.3B | +17% | 3,303 | $397K | 8 | Raymond James | – |
29 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.