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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.
151 firms manage $228B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Bridge Investment GroupSandy, UT | UT | $49B | +0.6% | 188 | $262M | 205 | – | Apollo Global Securities, LLC; Athene Securities, LLC; Griffin Capital Securities, LLC | |
| 2Wasatch Advisors LPSalt Lake City, UT | UT | $23B | −16% | 239 | $98M | 41 | Northern Trust; BNY; State Street | – | |
| 3Townsquare Capital, LLCLehi, UT | UT | $18B | +21% | 96 | $188M | 17 | Charles Schwab; Fidelity | Brinker Capital Securities, LLC | |
| 4Soltis Investment Advisors, LLCSt. George, UT | UT | $12B | +44% | 5,414 | $2M | 63 | Fidelity; Charles Schwab | – | |
| 5Cynosure Group, LLCSalt Lake City, UT | UT | $9.8B | +50% | 148 | $67M | 30 | Northern Trust; Fidelity; J.P. Morgan; Charles Schwab | – |
146 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.