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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 $349B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1SEI Investments Management CorpOaks, PA | PA | $216B | +9.2% | 112,646 | $2M | 226 | SEI | |
| 2LSV Asset ManagementChicago, IL | IL | $104B | +14% | 216 | $483M | 15 | BNY; State Street; Northern Trust; J.P. Morgan | |
| 3Stratos Wealth Partners, LTDBeachwood, OH | OH | $19B | +29% | 25,391 | $391K | 352 | LPL Financial; Fidelity | |
| 4Stratos Wealth Advisors LLCBeachwood, OH | OH | $5.6B | +14% | 5,023 | $432K | 67 | Fidelity; Charles Schwab | |
| 5Stratos Investment Management, LLCBeachwood, OH | OH | $3.3B | +36% | 3 | $432K | 4 | Fidelity; Charles Schwab |
1 more firm matches 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.