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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.
32 firms manage $33B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1H.M. PaysonPortland, ME | ME | $9.1B | +12% | 4,308 | $2M | 29 | – | – | |
| 2R M Davis IncPortland, ME | ME | $8.2B | +12% | 2,437 | $3M | 25 | Charles Schwab; Fidelity | – | |
| 3Greenbacker Capital Management LLCPortland, ME | ME | $3.1B | −7.1% | 7 | $448M | 34 | – | – | |
| 4Means Wealth ManagementBangor, ME | ME | $1.6B | +22% | 1,375 | $1M | 15 | Fidelity | – | |
| 5Portland Global Advisors LLCPortland, ME | ME | $1.2B | +17% | 304 | $4M | 11 | Fidelity | – |
27 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.