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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.
59 firms manage $779B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Vanguard Advisers, Inc.Malvern, PA | PA | $345B | +15% | 791,528 | $435K | 1,903 | Vanguard | Vanguard Marketing; Vanguard Marketing Corporation | |
| 2Edelman Financial EnginesSanta Clara, CA | CA | $326B | +11% | 1,244,406 | $262K | 553 | Fidelity Distributors Company; Charles Schwab; Vanguard; Alight Solutions; Voya Retirement Advisors | – | |
| 3Cliffwater LLCMarina Del REY, CA | CA | $49B | +38% | 54 | $898M | 105 | Northern Trust; Vanguard; BNY; RBC; J.P. Morgan | Foreside Fund Services | |
| 4Highland Consulting Associates Inc.Cleveland, OH | OH | $22B | +8.4% | 167 | $131M | 17 | Fidelity; Vanguard | – | |
| 5ProcyonShelton, CT | CT | $9.2B | +18% | 3,048 | $3M | 49 | Fidelity; Charles Schwab; Vanguard | Purshe Kaplan Sterling |
54 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.