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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.
7 firms manage $2.3B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Evelyn Partners Asset Management LimitedLondon, United Kingdom | United Kingdom | $1.1B | −13% | 466 | $2M | 34 | BNY Pershing; Northern Trust; Charles Schwab; Inspira Financial; The Huntington National Bank | Evelyn Partners Investment Management Services Limited; Evelyn Partners Investment Services Limited | |
| 2Edge Focus Capital Management, LLCNew York, NY | NY | $451M | −9.3% | 5 | $90M | 4 | Merrill / Bank of America; Inspira Financial | – | |
| 3Accretive Wealth Management, LLCSAN Ramon, CA | CA | $291M | +8.8% | 220 | $1M | 3 | Equity Trust; Charles Schwab; Inspira Financial | – | |
| 4Maqro Advisors LLCAustin, TX | TX | $174M | −5.7% | 51 | $3M | 1 | Verabank; Digital Trust; Inspira Financial | – | |
| 5Laureate Wealth Management, LLCGlen Ellyn, IL | – | IL | $122M | – | 39 | $3M | 4 | Charles Schwab; Inspira Financial | – |
2 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.