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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.
276 firms manage $2.43T
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Ameriprise Financial Services, LLCMinneapolis, MN | MN | $660B | +17% | 1,386,329 | $476K | 12,681 | American Enterprise Investment Services | Ameriprise; American Enterprise Investment Services; American Enterprise Investment Services Inc.; Columbia Management Investment Distributors, Inc.; Columbia Threadneedle Investments Japan Co.; Riversource Distributors, Inc.; Threadneedle Investment Services Limited; Threadneedle Portfolio Services AG; Threadneedle Portfolio Services Hong Kong Limited | |
| 2U.S. Bancorp Asset Management, Inc.Minneapolis, MN | MN | $427B | +6.1% | 881 | $485M | 62 | U.S. Bank; BNY; Principal Financial Group | U.S. Bancorp Investments; Btig, LLC; U.S. Bancorp Advisors, LLC; U.S. Bancorp Investments, Inc.; U.S. Bank National Association | |
| 3Garda Capital PartnersWayzata, MN | MN | $207B | +94% | 3 | $69B | 70 | – | – | |
| 4Thrivent Financial for LutheransMinneapolis, MN | MN | $129B | −8.8% | 34 | $3.8B | 155 | State Street | Thrivent Distributors, LLC; Thrivent Investment Management Inc. | |
| 5Wealth Enhancement Advisory Services, LLCPlymouth, MN | MN | $122B | +29% | 85,001 | $1M | 850 | Charles Schwab; Fidelity | Wealth Enhancement Brokerage Services; Wealth Enhancement Brokerage Services, LLC |
271 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.