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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.
49 firms manage $426B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Fiam LLCSmithfield, RI | RI | $348B | +28% | 596 | $583M | 139 | Brown Brothers Harriman &; BNY; State Street; Northern Trust; Fidelity | Fidelity Distributors Company; Digital Brokerage Services LLC; Fidelity Brokerage Services LLC; Fidelity Distributors Company LLC; Fidelity Prime Financing, LLC; Green Pier Fintech LLC; Level Markets, LLC; National Financial Services LLC | |
| 2Providence Equity Partners L.L.C.Providence, RI | RI | $24B | +6.3% | 41 | $588M | 51 | – | Z Square Partners Consulting Co., LTD. | |
| 3Nautic Partners, LLCProvidence, RI | RI | $14B | +4.9% | 18 | $776M | 45 | – | – | |
| 4Citizens Securities, Inc.Johnston, RI | RI | $13B | +40% | 60,545 | $213K | 454 | – | Citizens JMP Securities, LLC | |
| 5Global Strategic Risk Management, LLCProvidence, RI | RI | $2.9B | +71% | 4 | $727M | 6 | – | – |
44 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.