Screener
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.
2,295 firms manage $19.10T
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Fidelity Management & Research Company LLCBoston, MA | MA | $5.69T | +20% | 36,650 | $155M | 744 | Fidelity | Digital Brokerage Services LLC; Fidelity Brokerage Services LLC; Fidelity Distributors Company LLC; Fidelity Prime Financing, LLC; Green Pier Fintech LLC; Level Markets, LLC; National Financial Services LLC | |
| 2Strategic Advisers LLCBoston, MA | MA | $1.37T | +28% | 2,401,763 | $570K | 17,112 | Fidelity | Fidelity Brokerage Services; Digital Brokerage Services LLC; Fidelity Brokerage Services LLC; Fidelity Distributors Company LLC; Fidelity Prime Financing, LLC; Green Pier Fintech LLC; Level Markets, LLC; National Financial Services LLC | |
| 3Envestnet PMCBerwyn, PA | PA | $615B | +16% | 2,241,364 | $274K | 178 | Fidelity; BNY Pershing | Envestnet Securities, Inc.; Fidx Markets LLC | |
| 4Neuberger Berman Investment Advisers LLCNew York, NY | NY | $399B | +9.9% | 43,954 | $9M | 646 | Fidelity; State Street; Northern Trust; BNY | Neuberger Berman BD LLC | |
| 5Fisher InvestmentsPlano, TX | TX | $387B | +29% | 199,922 | $2M | 1,948 | Charles Schwab; Fidelity | – |
2,290 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.