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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.
71 firms manage $251B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Orion Portfolio Solutions, LLCOmaha, NE | NE | $65B | +12% | 187,975 | $345K | 47 | Fidelity; Charles Schwab | Brinker Capital Securities, LLC | |
| 2CWM, LLCOmaha, NE | NE | $51B | +50% | 52,669 | $960K | 472 | Charles Schwab; Fidelity | Cetera; Carson Group Brokerage, LLC; Northwest Capital Management Inc | |
| 3Ameritas Investment Partners, Inc.Lincoln, NE | NE | $29B | +6.5% | 2,513 | $12M | 33 | J.P. Morgan | Ameritas; Ameritas Investment Company, LLC | |
| 4Ameritas Advisory Services, LLCLincoln, NE | NE | $14B | +19% | 29,718 | $463K | 366 | Fidelity; Charles Schwab | Ameritas Investment Company, LLC | |
| 5Bridges Investment Management IncOmaha, NE | NE | $11B | +8.9% | 1,875 | $6M | 30 | Bridges Trust; Charles Schwab | – |
66 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.