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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 $61B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Kayne Anderson Rudnick Investment Management, LLCLOS Angeles, CA | CA | $39B | −13% | 24,735 | $2M | 47 | Fidelity; UBS | |
| 2Duff & Phelps Investment Management Co.Chicago, IL | IL | $13B | +4.2% | 44 | $290M | 26 | State Street; Citi; BNY; Northern Trust | |
| 3Silvant Capital Management LLCAtlanta, GA | GA | $3.0B | +24% | 32 | $145M | 6 | U.S. Bank; Truist Bank; Regions; UBS | |
| 4NFJ Investment Group, LLCDallas, TX | TX | $3.0B | −12% | 468 | $6M | 8 | UBS | |
| 5Virtus Capital Advisers, LLCHartford, CT | CT | $1.5B | +3.3% | 213 | $7M | 0 | UBS; Northern Trust; Truist Bank |
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.