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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.
78 firms manage $59B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Prime Buchholz LLCPortsmouth, NH | NH | $14B | +29% | 243 | $58M | 69 | U.S. Bank; Charles Schwab; Wilmington Trust | – | |
| 2Impax Asset Management LLCPortsmouth, NH | NH | $8.9B | −7.3% | 27 | $331M | 30 | State Street; BNY; Caceis Bank | – | |
| 3Global Forest Partners LPLebanon, NH | NH | $3.5B | −5.5% | 19 | $184M | 24 | – | – | |
| 4Matrix Capital Management Company, LPPortsmouth, NH | NH | $2.3B | −54% | 4 | $581M | 4 | – | – | |
| 5The Harbor Group, Inc.Bedford, NH | NH | $2.0B | +15% | 700 | $3M | 9 | Charles Schwab | – |
73 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.