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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.
22 firms manage $150B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Assetmark, Inc.Concord, CA | CA | $92B | +19% | 456,452 | $201K | 269 | Assetmark Trust | Assetmark Brokerage, LLC | |
| 2Clark Capital Management Group IncPhiladelphia, PA | PA | $36B | +17% | 36,013 | $991K | 20 | Assetmark Trust | Raymond James; Carillon Fund Distributors; Carillon Fund Distributors, Inc.; Cebile Capital LLP; Raymond James & Associates, Inc.; Raymond James Financial Services, Inc.; Raymond James Investment Services Limited; Raymond James Limited; Sumridge Partners, LLC | |
| 3Hornor, Townsend & Kent, LLCConshohocken, PA | PA | $9.0B | +16% | 28,369 | $318K | 426 | BNY Pershing; Assetmark Trust; Fidelity | – | |
| 4The Ascent Group, LLCVirginia Beach, VA | VA | $4.8B | −3.5% | 4,292 | $1M | 19 | Fidelity; Charles Schwab; Assetmark Trust | Osaic; Alera Securities LLC | |
| 5Select Money Management, Inc.LOS Angeles, CA | CA | $1.8B | +21% | 1,031 | $2M | 8 | Assetmark Trust; Fidelity | Signature Estate Securities; Signature Estate Securities, LLC |
17 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.