Screener
SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeScreener
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 $8.6B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Highland Capital Management, LLCMemphis, TN | TN | $3.9B | +9.6% | 957 | $4M | 13 | Argent Trust; Salem Trust; Charles Schwab; Truist Bank | – | |
| 2Orleans Capital Management CorpMandeville, LA | LA | $2.1B | +35% | 105 | $20M | 6 | Argent Trust; BNY; U.S. Bancorp Investments; Hancock Whitney Investment Services | – | |
| 3Argent Advisors, Inc.Ruston, LA | LA | $1.7B | +17% | 1,499 | $1M | 12 | Argent Trust; Fidelity | LPL Financial | |
| 4Gables Capital Management, Inc.Miami, FL | FL | $439M | +3.6% | 178 | $2M | 5 | RBC; Argent Trust; Clearpoint Federal Bank & Trust | – | |
| 5Carriage Services Investment Advisors, Inc.Houston, TX | TX | $308M | +10.0% | 1 | $308M | 2 | Regions Bank; Argent Trust | – |
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.