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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.
24 firms manage $64B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1D.A. Davidson & Co.Great Falls, MT | MT | $42B | +16% | 70,118 | $597K | 410 | D.A. Davidson &; D.A. Davidson Trust Services | – | |
| 2Investment Management GroupBillings, MT | MT | $5.2B | +3.4% | 1,532 | $3M | 23 | Charles Schwab | – | |
| 3Davidson Investment Advisors, Inc.Great Falls, MT | MT | $5.2B | +8.0% | 4,407 | $1M | 13 | D.A. Davidson &; D.A. Davidson Trust Services; First Clearing | D.A. Davidson & Co. | |
| 4Stack Financial Management IncWhitefish, MT | MT | $2.0B | +5.1% | 833 | $2M | 7 | Charles Schwab | – | |
| 5Bitterroot Capital Advisors LLCBozeman, MT | MT | $1.8B | +22% | 20 | $89M | 7 | – | – |
19 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.