Screener
SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeScreener
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.
19 firms manage $43B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Prime Buchholz LLCPortsmouth, NH | NH | $14B | +29% | 243 | $58M | 69 | U.S. Bank; Charles Schwab; Wilmington Trust | – | |
| 2John W. Bristol & Co., Inc.New York, NY | NY | $7.1B | +5.2% | 157 | $45M | 9 | Wilmington Trust; Fiduciary Trust Company International | – | |
| 3Shelter Growth Capital Partners LLCStamford, CT | CT | $4.7B | +63% | 40 | $117M | 10 | Wilmington Trust; U.S. Bank | – | |
| 4Performa Limited (US), LLCCharleston, SC | SC | $4.5B | +21% | 47 | $96M | 7 | Comerica Bank; State Street; Wilmington Trust; U.S. Bank | – | |
| 5Mount Logan ManagementNew York, NY | NY | $2.0B | −7.0% | 12 | $165M | 0 | State Street; BNY; Wilmington Trust | BC Partners Securities LLC |
14 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.