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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.
156 firms manage $219B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Government Portfolio Advisors LLCPortland, OR | OR | $35B | +35% | 73 | $481M | 6 | Principal Securities; U.S. Bank; Zions Bank | – | |
| 2Stancorp Investment Advisers, Inc.Portland, OR | OR | $35B | +2.7% | 96,128 | $359K | 12 | Reliance Trust; Charles Schwab | Stancorp Equities, Inc. | |
| 3Ferguson Wellman Capital Management, Inc.Portland, OR | OR | $11B | +19% | 1,085 | $10M | 31 | Charles Schwab | – | |
| 4Kingsview Wealth Management, LLCGrants Pass, OR | OR | $9.0B | +33% | 12,309 | $728K | 95 | Raymond James; Charles Schwab | The Leaders Group | |
| 5Northwest Capital Management Inc.Lake Oswego, OR | OR | $8.5B | +13% | 203 | $42M | 7 | Fidelity; Voya Institutional Trust; Charles Schwab | CWM, LLC; Carson Group Brokerage, LLC; Carson Group Investing, LLC |
151 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.