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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.
185 firms manage $453B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1SEI Investments Management CorpOaks, PA | PA | $216B | +9.2% | 112,646 | $2M | 226 | SEI | SEI Investments Distribution Co.; SEI Investments (south Africa) Limited; Stratos Wealth Securities, LLC | |
| 2Brown Advisory LTD.London, United Kingdom | United Kingdom | $27B | +37% | 986 | $27M | 36 | SEI; BNY | – | |
| 3W1m Wealth Management LimitedLondon, United Kingdom | United Kingdom | $25B | +1146% | 6,712 | $4M | 99 | SEI | – | |
| 4Independent Financial PartnersTampa, FL | FL | $16B | +30% | 54,154 | $301K | 302 | Fidelity; Charles Schwab; BNY Pershing; SEI | IFP; IFP Securities, LLC | |
| 5Concurrent Investment Advisors, LLCTampa, FL | FL | $16B | +59% | 13,277 | $1M | 160 | Fidelity; Goldman Sachs; Charles Schwab; SEI | Purshe Kaplan Sterling |
180 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.