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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.
9 firms manage $79B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Sterling Capital Management LLCCharlotte, NC | NC | $69B | +4.6% | 3,508 | $20M | 64 | Truist Bank; Fidelity Management Trust Comapany; BNY | Sterling Capital Distributors | |
| 2Highland Capital Management, LLCMemphis, TN | TN | $3.9B | +9.6% | 957 | $4M | 13 | Argent Trust; Salem Trust; Charles Schwab; Truist Bank | – | |
| 3Silvant Capital Management LLCAtlanta, GA | GA | $3.0B | +24% | 32 | $95M | 6 | U.S. Bank; Truist Bank; Regions; UBS | VP Distributors; VP Distributors LLC | |
| 4Virtus Capital Advisers, LLCHartford, CT | CT | $1.5B | +3.3% | 213 | $7M | 0 | UBS; Northern Trust; Truist Bank | VP Distributors; VP Distributors, LLC | |
| 5Jaffa Capital Management LLCClifton, NJ | NJ | $597M | +171% | 32 | $19M | 4 | Truist Bank; First Horizon Advisors | – |
4 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.