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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.
12 firms manage $17B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Cannell & Spears LLCNew York, NY | NY | $7.0B | +11% | 2,549 | $3M | 17 | Fiduciary Trust; Charles Schwab; Fidelity | – | |
| 2S & Co., Inc.Boston, MA | MA | $2.5B | +7.8% | 383 | $6M | 6 | Fiduciary Trust | – | |
| 3Safford Nicholas H & Co IncRockport, MA | MA | $1.8B | −4.0% | 155 | $12M | 4 | Northern Trust; Fidelity; Fiduciary Trust | – | |
| 4Penobscot Investment Management Company, Inc.Boston, MA | MA | $1.6B | +18% | 562 | $3M | 8 | Charles Schwab; Fidelity; Fiduciary Trust | – | |
| 5Marble Harbor Investment Counsel, LLCBoston, MA | MA | $1.3B | +3.4% | 213 | $6M | 6 | Charles Schwab; Fidelity; Fiduciary Trust | – |
7 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.