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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 $356B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Mackay Shields LLCNew York, NY | NY | $160B | +5.2% | 354 | $436M | 73 | BNY; Northern Trust; State Street | |
| 2New York Life Investment Management LLCNew York, NY | NY | $121B | +6.7% | 933 | $129M | 18 | Merrill / Bank of America; Morgan Stanley; UBS | |
| 3Apogem Capital LLCNew York, NY | NY | $44B | +7.8% | 144 | $304M | 127 | – | |
| 4Eagle Strategies LLCNew York, NY | NY | $32B | +26% | 133,900 | $239K | 2,463 | Fidelity |