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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.
323 firms manage $1.42T
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Raymond James & Associates, Inc.St. Petersburg, FL | FL | $501B | +15% | 531,617 | $942K | 5,683 | Raymond James | Raymond James; Carillon Fund Distributors, Inc.; Greensledge Capital Markets LLC; Raymond James (USA) LTD; Raymond James Financial Services, Inc.; Raymond James Investment Services Limited; Raymond James LTD.; Sumridge Partners, LLC | |
| 2Raymond James Financial Services Advisors, IncSaint Petersburg, FL | FL | $390B | +13% | 508,439 | $767K | 6,024 | Raymond James | Raymond James; Raymond James Financial Services Advisors; Carillon Fund Distributors, Inc.; Cebile Capital LLP; Raymond James & Associates, Inc.; Raymond James (USA) LTD; Raymond James Financial Services, Inc.; Raymond James Investment Services Limited; Raymond James LTD.; Sumridge Partners, LLC | |
| 3Putnam Investment Management, LLCBoston, MA | MA | $117B | +38% | 16,428 | $7M | 72 | Merrill / Bank of America; Morgan Stanley; Raymond James | Clarion Partners Emea Limited; Clarion Partners Europe (u.k.) Limited; Clarion Partners Securities, LLC; Clarion Partners, LLC; Franklin Distributors, LLC; Franklin Templeton International Services S.a R.L.; Franklin Templeton Investments (asia) Limited; Franklin Templeton Investments Corp.; Goldberry Wealth Gmbh; Royce Fund Services, LLC; Templeton Asset Management LTD. | |
| 4Newedge AdvisorsNew Orleans, LA | LA | $43B | +58% | 49,898 | $866K | 515 | Fidelity; LPL Financial; Charles Schwab; Raymond James; Goldman Sachs; MID Atlantic Trust | LPL Financial; Newedge Securities; Newedge Securities, LLC | |
| 5Steward Partners Investment Advisory, LLCStamford, CT | CT | $37B | +48% | 42,763 | $859K | 310 | Raymond James; BNY Pershing | Steward Partners; Steward Partners Investment Solutions, LLC |
318 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.