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.
1,090 firms manage $4.32T
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Citadel Advisors LLCMiami, FL | FL | $571B | +28% | 37 | $15B | 1,314 | – | Citadel Clearing LLC; Citadel Institutional Finance Company LTD.; Citadel Securities (europe) Limited; Citadel Securities (hong Kong) Limited; Citadel Securities Asia Trading IV PTE. Limited; Citadel Securities Australia Trading PTY Limited; Citadel Securities Canada ULC; Citadel Securities GCS (ireland) Limited; Citadel Securities India Markets Private Limited; Citadel Securities Institutional LLC; Citadel Securities Japan Co., LTD.; Citadel Securities LLC; Citadel Securities Swap Dealer LLC; Palafox Trading LLC | |
| 2Raymond James & Associates, Inc.St. Petersburg, FL | FL | $501B | +15% | 531,617 | $942K | 5,683 | Raymond James | Raymond James; Carillon Fund Distributors, Inc.; Greensledge Capital Markets LLC; Raymond James (USA) LTD; Raymond James Financial Services, Inc.; Raymond James Investment Services Limited; Raymond James LTD.; Sumridge Partners, LLC | |
| 3Raymond James Financial Services Advisors, IncSaint Petersburg, FL | FL | $390B | +13% | 508,439 | $767K | 6,024 | Raymond James | Raymond James; Raymond James Financial Services Advisors; Carillon Fund Distributors, Inc.; Cebile Capital LLP; Raymond James & Associates, Inc.; Raymond James (USA) LTD; Raymond James Financial Services, Inc.; Raymond James Investment Services Limited; Raymond James LTD.; Sumridge Partners, LLC | |
| 4CorientMiami, FL | FL | $165B | +15% | 26,586 | $6M | 620 | Charles Schwab; Fidelity; BNY Pershing | Canada Capital Management LTD; Canada Financial Management LTD | |
| 5GQG PartnersFort Lauderdale, FL | FL | $164B | +7.1% | 6,445 | $25M | 22 | J.P. Morgan; Northern Trust; State Street; BNY | – |
1,085 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.