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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.
4 firms manage $34B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Gotham Asset Management, LLCNew York, NY | NY | $30B | +148% | 289 | $103M | 22 | Merrill / Bank of America; BNY Pershing; Morgan Stanley | |
| 2Whittier Advisors, LLCNewport Beach, CA | CA | $1.9B | +28% | 30 | $63M | 6 | Fidelity; Charles Schwab | |
| 3Mount Lucas Management LPNewtown, PA | PA | $1.3B | +16% | 10 | $109M | 5 | Northern Trust; BNY | |
| 4Tran Capital Management, L.P.SAN Rafael, CA | CA | $890M | −7.1% | 348 | $3M | 3 | Fidelity; Charles Schwab; First Financial Trust |