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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.
77 firms manage $91B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Keystate Advisory, LLCLAS Vegas, NV | NV | $17B | −8.6% | 80 | $207M | 8 | Principal Financial Group; Bankers' Bank | – | |
| 2Simplify Asset Management Inc.LAS Vegas, NV | NV | $14B | +201% | 44 | $319M | 14 | – | – | |
| 3The Ameriflex GroupLAS Vegas, NV | NV | $9.7B | +3.2% | 16,203 | $596K | 181 | Assetmark Brokerage; Fidelity; Envestnet Retirement Solutions | Cambridge; Ameriflex Group Securities, Inc. | |
| 4Guided Choice Asset Management, Inc.Reno, NV | NV | $8.5B | +12% | 84,744 | $101K | 5 | – | – | |
| 5Belpointe Asset Management LLCReno, NV | NV | $7.6B | +26% | 7,604 | $997K | 151 | Charles Schwab; Fidelity | – |
72 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.