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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.
116 firms manage $956B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1LPL Financial LLCFort Mill, SC | SC | $819B | +32% | 1,986,990 | $412K | 36,280 | – | LPL Financial; LPL Enterprise; Commonwealth Equity Services, LLC; LPL Enterprise, LLC | |
| 2Greystar Investment Group, LLCCharleston, SC | SC | $36B | +18% | 69 | $529M | 588 | – | – | |
| 3LPL Enterprise, LLCFort Mill, SC | SC | $25B | +32% | 102,563 | $243K | 4,492 | – | LPL Enterprise; LPL Financial; Commonwealth Equity Services, LLC; LPL Financial LLC | |
| 4Apollon Wealth Management, LLCMount Pleasant, SC | SC | $12B | +50% | 8,389 | $1M | 115 | Charles Schwab; Fidelity; Goldman Sachs; Raymond James | Purshe Kaplan Sterling | |
| 5Southstate Private Capital Management LLCColumbia, SC | SC | $5.0B | +222% | 712 | $7M | 27 | Southstate Bank; Charles Schwab | LPL Financial; Southstate Securities Corp. |
111 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.