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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.
146 firms manage $226B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 140/86 Advisors, Inc.Carmel, IN | IN | $30B | +4.4% | 13 | $2.3B | 84 | Northern Trust | Bankers Life Securities, Inc. | |
| 2Oneamerica Asset Management, LLCIndianapolis, IN | IN | $24B | −6.7% | 8 | $3.1B | 25 | – | Oneamerica Securities; Oneamerica Securities, Inc. | |
| 3Oxford Financial Group, LTDCarmel, IN | IN | $23B | +19% | 697 | $33M | 36 | Fidelity | – | |
| 4Sapient Capital LLCIndianapolis, IN | IN | $14B | +20% | 1,017 | $14M | 30 | BNY Pershing | – | |
| 5Valeo Financial Advisors, LLCCarmel, IN | IN | $13B | +22% | 3,042 | $4M | 119 | Fidelity | – |
141 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.