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.
82 firms manage $98B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Newedge AdvisorsNew Orleans, LA | LA | $43B | +58% | 49,898 | $866K | 515 | Fidelity; LPL Financial; Charles Schwab; Raymond James; Goldman Sachs; MID Atlantic Trust | LPL Financial; Newedge Securities; Newedge Securities, LLC | |
| 2Bernhard Capital Partners Management, LPBaton Rouge, LA | LA | $6.6B | +36% | 23 | $286M | 32 | – | – | |
| 3Maritime Partners, LLCMetairie, LA | LA | $4.7B | +54% | 7 | $674M | 13 | – | – | |
| 4Stokes Family Office LLCNew Orleans, LA | LA | $3.4B | +35% | 795 | $4M | 12 | Fidelity | – | |
| 5Waters, Parkerson & Co., LLCNew Orleans, LA | LA | $2.9B | +6.5% | 794 | $4M | 6 | Charles Schwab | – |
77 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.