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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 $152B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Ptma Investment AdvisorsDenver, CO | CO | $104B | +11% | 82 | $1.3B | 81 | U.S. Bank; UMB Bank; BNY | PMA Securities; PMA Securities, LLC | |
| 2Ptma Investment AdvisorsNaperville, IL | IL | $31B | +10% | 161 | $190M | 81 | U.S. Bank; UMB Bank | PMA Securities; PMA Securities, LLC | |
| 3Eldridge Credit Advisers, LLCNew York, NY | NY | $8.5B | +9.8% | 36 | $235M | 110 | UMB Bank; State Street; U.S. Bank | Johnstone Brokerage Services LLC; Security Distributors, LLC | |
| 4Baker Tilly Wealth Management, LLCMadison, WI | WI | $5.2B | +13% | 753 | $7M | 21 | Charles Schwab; UMB Bank; Argent Institutional Trust; U.S. Bancorp Investments; BNY | Baker Tilly Capital; Baker Tilly Capital, LLC | |
| 5Willow Tree Credit Partners LPNew York, NY | NY | $2.8B | +14% | 14 | $200M | 13 | U.S. Bank; UMB Bank; J.P. Morgan; Keybank N.a; Citi | – |
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.