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.
85 firms manage $81B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1River Road Asset Management, LLCLouisville, KY | KY | $9.9B | +23% | 112 | $88M | 22 | BNY; Fidelity Management Trust; Northern Trust | AMG Distributors; AMG Distributors, Inc. | |
| 2Todd Asset Management LLCLouisville, KY | KY | $6.2B | +21% | 71 | $87M | 6 | BNY | – | |
| 3Meridian Wealth Management, LLCLexington, KY | KY | $5.0B | +28% | 5,533 | $901K | 59 | Charles Schwab; BNY Pershing; Fidelity | – | |
| 4MCF Advisors, LLCLexington, KY | KY | $4.7B | +41% | 3,539 | $1M | 30 | Charles Schwab; Empower | – | |
| 5Middleground CapitalLexington, KY | KY | $3.9B | −5.3% | 24 | $162M | 38 | – | – |
80 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.