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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.
16 firms manage $598B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Mackenzie InvestmentsToronto, Ontario, Canada | Canada | $195B | +20% | 484 | $403M | 107 | CIBC Mellon; RBC | IG Wealth Management Inc.; IPC Investment Corporation; IPC Securities Corporation; Northleaf Capital Partners (canada) LTD. | |
| 2Connor Clark & Lunn Investment Management LTDVancouver, BC, Canada | Canada | $86B | +73% | 207 | $413M | 56 | State Street; RBC; CIBC Mellon | – | |
| 3CIBC Private Wealth Advisors, Inc.Chicago, IL | IL | $68B | +11% | 9,236 | $7M | 220 | Charles Schwab; CIBC Mellon; Fidelity | CIBC Investor Services Inc.; CIBC World Markets Corp.; CIBC World Markets Inc. | |
| 4Canso Investment Counsel LTD.Richmond Hill, Ontario, Canada | Canada | $47B | +24% | 105 | $444M | 34 | State Street; CIBC Mellon; RBC | Jesselton Capital Management Inc.; Lysander Funds Limited; PBY Capital Limited; Portfolio Hiway Inc. | |
| 5Beutel, Goodman & Company LTD.Toronto, ONT., Canada | Canada | $36B | −0.5% | 1,847 | $20M | 41 | RBC; CIBC Mellon | – |
11 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.