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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.
149 firms manage $1.12T
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Mackenzie InvestmentsToronto, Ontario, Canada | Canada | $195B | +20% | 484 | $403M | 107 | CIBC Mellon; RBC | IG Wealth Management Inc.; IPC Investment Corporation; IPC Securities Corporation; Northleaf Capital Partners (canada) LTD. | |
| 2CIBC Global Asset ManagementToronto, ON, Canada | Canada | $163B | +15% | 10,439 | $16M | 333 | CIBC Mellon Trust; RBC | 'firstcaribbean International Trust Company (bahamas) Limited; CIBC Bank and Trust Company (cayman) Limited; CIBC Investor Services Inc.; CIBC Securities Inc.; CIBC World Markets Corp.; CIBC World Markets Inc.; First Caribbean International Bank (bahamas) Limited | |
| 3Blackstone Alternative Asset Management L.P.New York, NY | NY | $92B | +18% | 181 | $508M | 111 | Northern Trust; Citco Canada; RBC | Blackstone Securities Partners L.P.; Currencies Direct LTD; Everlake Distributors, L.L.C. | |
| 4Connor Clark & Lunn Investment Management LTDVancouver, BC, Canada | Canada | $86B | +73% | 207 | $413M | 56 | State Street; RBC; CIBC Mellon | – | |
| 5Thornburg Investment Management IncSanta FE, NM | NM | $54B | +20% | 635 | $86M | 40 | Sumitomo Mitsui Trust (hong Kong) Limited; RBC; BNY Pershing; Charles Schwab | Thornburg Investment Management (asia) LTD; Thornburg Securities LLC |
144 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.