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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.
4 firms manage $55B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Marquette Associates, Inc.Chicago, IL | IL | $47B | +32% | 348 | $135M | 64 | Principal Bank; Midwest Institutional Trust Services; U.S. Bank | – | |
| 2Marsico Capital Management, LLCDenver, CO | CO | $4.3B | +6.0% | 29 | $147M | 7 | J.P. Morgan; Northern Trust; Principal Bank | – | |
| 3LCG Associates, Inc.Atlanta, GA | GA | $2.6B | +7.7% | 108 | $24M | 48 | Northern Trust; Charles Schwab; Principal Bank; U.S. Bank | – | |
| 4Stoneridge PMG Advisors, LLCRadnor, PA | PA | $774M | +92% | 18 | $43M | 6 | TD Bank USA, National Association; U.S. Bancorp; Principal Bank | – |