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 $1.9B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Klosters CapitalMiami, FL | FL | $496M | +15% | 49 | $10M | 3 | Banco Santander; UBS; Morgan Stanley | – | |
| 2MeridianaCoral Gables, FL | FL | $442M | +8.6% | 10 | $44M | 3 | Merrill / Bank of America; Banco Santander; J.P. Morgan; Morgan Stanley | – | |
| 3Black Toro LLCMiami, FL | FL | $345M | +25% | 65 | $5M | 5 | Bank of China; J.P. Morgan; Raymond James; UBS; Banco Santander | – | |
| 4Mori Huston PartnersMiami, FL | FL | $242M | +6.0% | 72 | $3M | 2 | Citi; Banco Santander; Jefferies; Charles Schwab | – | |
| 5Lynx Advisory PartnersCoral Gables, FL | FL | $221M | +3.1% | 113 | $2M | 6 | Morgan Stanley; BNY Pershing; J.P. Morgan; Interactive Brokers; UBS; Banco Santander | – |
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.