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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.
2 firms manage $49B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Clark Capital Management Group IncPhiladelphia, PA | PA | $36B | +17% | 36,013 | $991K | 20 | Assetmark Trust | |
| 2Chartwell Investment Partners, LLCBerwyn, PA | PA | $13B | +5.4% | 340 | $38M | 19 | – |