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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.
25 firms manage $44B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Hrtg GPE, LLCWilson, WY | WY | $27B | +31% | 22 | $1.2B | 8 | – | – | |
| 2Frontier Asset Management, LLCSheridan, WY | WY | $5.5B | +2.7% | 3,240 | $2M | 16 | Fidelity; Charles Schwab | – | |
| 3Golden State Wealth Management, LLCPowell, WY | WY | $2.2B | +21% | 4,192 | $529K | 45 | LPL Financial | LPL Financial | |
| 4Flat Footed LLCWilson, WY | WY | $2.1B | +99% | 9 | $229M | 2 | – | – | |
| 5Flat Rock GlobalJackson, WY | WY | $1.6B | +19% | 3 | $523M | 7 | – | – |
20 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.