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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.
6 firms manage $108B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Gw&k Investment Management, LLCBoston, MA | MA | $53B | −0.3% | 48,710 | $1M | 63 | Merrill / Bank of America; Charles Schwab | |
| 2AMG Funds LLCStamford, CT | CT | $18B | −4.1% | 5 | $3.7B | 3 | – | |
| 3Yacktman Asset Management LPAustin, TX | TX | $12B | −11% | 636 | $18M | 9 | Goldman Sachs; UBS | |
| 4River Road Asset Management, LLCLouisville, KY | KY | $9.9B | +23% | 112 | $106M | 22 | BNY; Fidelity Management Trust; Northern Trust | |
| 5Timessquare Capital Management, LLCNew York, NY | NY | $7.9B | −3.9% | 51 | $155M | 18 | – |
1 more firm matches this screen.
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