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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.
163 firms manage $5.85T
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Merrill Lynch, Pierce, Fenner & Smith IncorporatedNew York, NY | NY | $1.78T | +18% | 1,838,984 | $969K | 25,721 | Merrill / Bank of America | Merrill; Bank of America Singapore Limited; Bank of America Yatirim Bank A.S.; Bank of America, National Association; Bofa Securities Europe SA; Bofa Securities India Limited; Bofa Securities Japan Co., LTD.; Bofa Securities Prime, Inc.; Bofa Securities, Inc.; Merrill Lynch (asia Pacific) Limited; Merrill Lynch (australia) Futures Limited; Merrill Lynch (singapore) PTE LTD.; Merrill Lynch Argentina S.A.; Merrill Lynch Bank and Trust Company (cayman) Limited; Merrill Lynch Canada Inc.; Merrill Lynch Corredores De Bolsa, SPA; Merrill Lynch Equities (australia) Limited; Merrill Lynch FAR East Limited; Merrill Lynch International; Merrill Lynch International, Llc-Seoul Branch; Merrill Lynch Markets (australia) PTY. Limited; Merrill Lynch Mexico, S.A. De C.v., Casa De Bolsa; Merrill Lynch S.A. Corretora De Titutos E Valores Mobiliarios; Merrill Lynch Securities (taiwan) LTD.; Merrill Lynch Securities (thailand) Limited; Merrill Lynch South Africa (proprietary) Limited; Merrill Lynch, Kingdom of Saudi Arabia Company; PT Merrill Lynch Sekuritas Indonesia | |
| 2Managed Account Advisors LLCJersey City, NJ | NJ | $995B | +20% | 1,446,258 | $688K | 25 | Merrill / Bank of America | Bank of America Singapore Limited; Bank of America Yatirim Bank A.S.; Bank of America, National Association; Bofa Securities Europe SA; Bofa Securities India Limited; Bofa Securities Japan Co., LTD.; Bofa Securities Prime, Inc.; Bofa Securities, Inc.; Merrill Lynch (asia Pacific) Limited; Merrill Lynch (australia) Futures Limited; Merrill Lynch (singapore) PTE. LTD.; Merrill Lynch Argentina S.A.; Merrill Lynch Bank and Trust Company (cayman) Limited; Merrill Lynch Canada Inc.; Merrill Lynch Corredores De Bolsa SPA; Merrill Lynch Equities (australia) Limited; Merrill Lynch FAR East Limited; Merrill Lynch International; Merrill Lynch International, Llc-Seoul Branch; Merrill Lynch Markets (australia) PTY. Limited; Merrill Lynch Mexico, S.A. De C.v., Casa De Bolsa; Merrill Lynch S.A. Corretora De Titutos E Valores Mobiliarios; Merrill Lynch Securities (taiwan) LTD.; Merrill Lynch Securities (thailand) Limited; Merrill Lynch South Africa (proprietary) Limited; Merrill Lynch, Kingdom of Saudi Arabia Company; Merrill Lynch, Pierce, Fenner & Smith Incorporated; PT Merrill Lynch Sekuritas Indonesia | |
| 3Blackrock Investment Management, LLCPrinceton, NJ | NJ | $677B | +33% | 10,859 | $62M | 444 | Citi; Merrill / Bank of America | HPS Securities; Blackrock Asset Management Deutschland AG; Blackrock Execution Services; Blackrock Investments, LLC; Blackrock Japan Co., LTD.; HPS Securities, LLC; Ishares (de) I Investmentaktiengesellschaft MIT Teilgesellschaftsvermagen | |
| 4Columbia Management Investment Advisers, LLCBoston, MA | MA | $502B | +9.8% | 4,251 | $118M | 440 | J.P. Morgan; State Street; Merrill / Bank of America | Columbia Management Investment Distributors; American Enterprise Investment Services Inc.; Ameriprise Financial Services, LLC; Columbia Management Investment Distributors, Inc.; Columbia Threadneedle Investments Japan Co., LTD.; Riversource Distributors, Inc.; Threadneedle Investment Services Limited; Threadneedle Portfolio Services AG; Threadneedle Portfolio Services Hong Kong Limited | |
| 5Nuveen Asset Management, LLCChicago, IL | IL | $280B | +7.9% | 65,258 | $4M | 296 | Morgan Stanley; Charles Schwab; Merrill / Bank of America | Nuveen Securities; Nuveen Securities, LLC |
158 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.