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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.
91 firms manage $988B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Principal Asset ManagementDES Moines, IA | IA | $428B | +17% | 8,205 | $52M | 337 | State Street; BNY | Principal Funds Distributor; Principal; Equity FC, LTD.; Principal Funds Distributor, Inc.; Principal Securities, Inc.; Sami Brokerage LLC | |
| 2Cambridge Investment Research Advisors, Inc.Fairfield, IA | IA | $139B | +35% | 361,213 | $384K | 3,496 | BNY Pershing; Fidelity | Cambridge; Cambridge Investment Research, Inc. | |
| 3Sammons Financial Group Asset Management, LLCWest DES Moines, IA | IA | $122B | +11% | 9 | $14B | 5 | Citi | Sammons Financial Network; Sammons Financial Network, LLC | |
| 4Principal Real EstateDES Moines, IA | IA | $106B | +6.3% | 681 | $155M | 310 | Wells Fargo | Principal Funds Distributor; Principal; Equity FC, LTD.; Principal Funds Distributor, Inc.; Principal Securities, Inc.; Sami Brokerage LLC | |
| 5Aegon Asset Management USCedar Rapids, IA | IA | $89B | +2.9% | 80 | $1.1B | 76 | Citi; J.P. Morgan | Transamerica Capital, LLC; Transamerica Investors Securities, LLC |
86 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.