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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.
8 firms manage $16B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Trust Advisors, Inc.Houston, TX | TX | $7.0B | +15% | 12 | $580M | 1 | Truist; Regions Bank | – | |
| 2Southeast Asset Advisors, LLCThomasville, GA | GA | $4.2B | +13% | 334 | $13M | 6 | Charles Schwab; Regions Bank; Merrill / Bank of America | – | |
| 3Oak City Investment ConsultingWake Forest, NC | NC | $1.4B | +13% | 46 | $31M | 3 | U.S. Bancorp; Regions Bank; Truist Securities; Fidelity; Commerce Bank | – | |
| 4Cornerstone Trust Management Services LLCAltamonte Springs, FL | FL | $1.1B | −7.0% | 1 | $1.1B | 1 | Regions Bank | – | |
| 5Integrity Fixed Income ManagementOrlando, FL | FL | $921M | +9.2% | 44 | $21M | 5 | State Street; Fifth Third Bank; Regions Bank; Salem Trust; Northern Trust | – |
3 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.