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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.
305 firms manage $568B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Jackson National Asset Management, LLCLansing, MI | MI | $246B | −3.1% | 134 | $1.8B | 13 | – | Jackson National Life Distributors; Jackson National Life Distributors LLC | |
| 2Plante Moran Financial AdvisorsSouthfield, MI | MI | $27B | +24% | 4,009 | $7M | 142 | – | P & M Corporate Finance, LLC; Plante Moran Insurance Agency Services, LLC | |
| 3OA Private CapitalGrand Rapids, MI | MI | $23B | +13% | 94 | $244M | 26 | – | – | |
| 4Yousif Capital Management, LLCBloomfield Hills, MI | MI | $15B | +5.4% | 444 | $33M | 8 | Comerica Bank | – | |
| 5Bricktown Capital, LLCDetroit, MI | MI | $12B | −0.8% | 28 | $417M | 33 | State Street; Comerica Bank; Northern Trust | – |
300 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.