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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.
25 firms manage $66B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Thornburg Investment Management IncSanta FE, NM | NM | $54B | +20% | 635 | $86M | 40 | Sumitomo Mitsui Trust (hong Kong) Limited; RBC; BNY Pershing; Charles Schwab | Thornburg Investment Management (asia) LTD; Thornburg Securities LLC | |
| 2Ulrich Investment ConsultantsAlbuquerque, NM | NM | $3.6B | +13% | 301 | $12M | 10 | Charles Schwab; BOK Financial | – | |
| 3John Moore & Associates IncAlbuquerque, NM | NM | $1.0B | +6.0% | 729 | $1M | 9 | Raymond James | – | |
| 4Redw Wealth LLCAlbuquerque, NM | NM | $869M | −1.3% | 403 | $2M | 9 | Charles Schwab; Voya | – | |
| 5Zanetti Financial, LLCAlbuquerque, NM | NM | $809M | +100% | 1,481 | $547K | 2 | – | – |
20 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.