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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.
10 firms manage $964B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Invesco Capital Management LLCDowners Grove, IL | IL | $941B | +27% | 444 | $2.1B | 39 | Amalgamated Bank; PNC Bank, N.A. Pittsburg PA; Fidelity Management Trust | Invesco Distributors; Invesco Capital Markets; Invesco Capital Markets, Inc.; Invesco Distributors, Inc. | |
| 2McMorgan & Company LLCSAN Francisco, CA | CA | $7.6B | +2.5% | 223 | $34M | 14 | U.S. Bank; Fidelity; Amalgamated Bank | McMorgan & Company Capital Advisors; McMorgan & Company Capital Advisors LLC | |
| 3Stacey Braun Associates IncNew York, NY | NY | $5.5B | +14% | 1,091 | $5M | 9 | PNC Bank; Amalgamated Bank; U.S. Bank | – | |
| 4Atalanta Sosnoff Capital, LLCNew York, NY | NY | $5.0B | +11% | 186 | $27M | 8 | BNY; J.P. Morgan; Comerica Securities; Amalgamated Bank; PNC Bank | Evercore Group L.L.C. | |
| 5Barksdale Investment ManagementNashville, TN | TN | $3.0B | −17% | 54 | $56M | 8 | Morgan Stanley; BNY; Amalgamated Bank; Bank | – |
5 more firms match 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.