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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.
17 firms manage $224B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1PathstoneEnglewood, NJ | NJ | $110B | +9.8% | 2,244 | $49M | 365 | Charles Schwab; Fidelity; PNC Bank | – | |
| 2PNC Capital Advisors LLCBaltimore, MD | MD | $51B | +20% | 238 | $214M | 22 | PNC Bank | PNC Capital Markets; PNC Capital Markets LLC; PNC Wealth Management | |
| 3Boyd Watterson Asset Management, LLCCleveland, OH | OH | $19B | +3.0% | 1,102 | $17M | 51 | PNC Bank | Brean Capital, LLC; S2k Financial LLC | |
| 4ConcentricWalnut Creek, CA | CA | $14B | +81% | 5,371 | $3M | 16 | Charles Schwab; PNC Bank; Fidelity | – | |
| 5Wedge Capital Management LLPCharlotte, NC | NC | $8.1B | +6.3% | 184 | $44M | 19 | Northern Trust; U.S. Bank; PNC Bank; BNY | – |
12 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.