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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.
392 firms manage $6.10T
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Pgim, Inc.Newark, NJ | NJ | $1.13T | +9.5% | 611 | $1.9B | 1,350 | J.P. Morgan; State Street; Citi; BNY | Prudential Investment Management Services; Pgim (hong Kong) LTD.; Pruco Securities, LLC; Prudential Annuities Distributors, Inc; Prudential Investment Management Services LLC | |
| 2Managed Account Advisors LLCJersey City, NJ | NJ | $995B | +20% | 1,446,258 | $688K | 25 | Merrill / Bank of America | Bank of America Singapore Limited; Bank of America Yatirim Bank A.S.; Bank of America, National Association; Bofa Securities Europe SA; Bofa Securities India Limited; Bofa Securities Japan Co., LTD.; Bofa Securities Prime, Inc.; Bofa Securities, Inc.; Merrill Lynch (asia Pacific) Limited; Merrill Lynch (australia) Futures Limited; Merrill Lynch (singapore) PTE. LTD.; Merrill Lynch Argentina S.A.; Merrill Lynch Bank and Trust Company (cayman) Limited; Merrill Lynch Canada Inc.; Merrill Lynch Corredores De Bolsa SPA; Merrill Lynch Equities (australia) Limited; Merrill Lynch FAR East Limited; Merrill Lynch International; Merrill Lynch International, Llc-Seoul Branch; Merrill Lynch Markets (australia) PTY. Limited; Merrill Lynch Mexico, S.A. De C.v., Casa De Bolsa; Merrill Lynch S.A. Corretora De Titutos E Valores Mobiliarios; Merrill Lynch Securities (taiwan) LTD.; Merrill Lynch Securities (thailand) Limited; Merrill Lynch South Africa (proprietary) Limited; Merrill Lynch, Kingdom of Saudi Arabia Company; Merrill Lynch, Pierce, Fenner & Smith Incorporated; PT Merrill Lynch Sekuritas Indonesia | |
| 3UBS Financial Services Inc.Weehawken, NJ | NJ | $916B | +13% | 1,144,588 | $800K | 9,149 | – | UBS AG; UBS Asset Management (americas) LLC; UBS Asset Management Credit Investments Group (UK) LTD; UBS Securities LLC | |
| 4Blackrock Investment Management, LLCPrinceton, NJ | NJ | $677B | +33% | 10,859 | $62M | 444 | Citi; Merrill / Bank of America | HPS Securities; Blackrock Asset Management Deutschland AG; Blackrock Execution Services; Blackrock Investments, LLC; Blackrock Japan Co., LTD.; HPS Securities, LLC; Ishares (de) I Investmentaktiengesellschaft MIT Teilgesellschaftsvermagen | |
| 5Metlife Investment Management, LLCWhippany, NJ | NJ | $564B | +11% | 317 | $1.8B | 695 | J.P. Morgan | Metlife Investments Securities, LLC; Metlife Investors Distribution Company; Pinebridge Securities LLC |
387 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.