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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.
300 firms manage $585B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Vest Financial LLCMcLean, VA | VA | $52B | +32% | 180 | $288M | 12 | – | Vest Securities; First Trust Japan GK; First Trust Portfolios Asia PTE. LTD.; First Trust Portfolios L.P.; Vest Securities, LLC | |
| 2Sands Capital Management, LLCArlington, VA | VA | $44B | −1.9% | 269 | $165M | 66 | Northern Trust; State Street; BNY; J.P. Morgan | – | |
| 3Investure, LLCCharlottesville, VA | VA | $39B | +10.0% | 38 | $1.0B | 13 | Northern Trust | – | |
| 4Strategic Investment Management, LLCArlington, VA | VA | $36B | +20% | 82 | $433M | 42 | Northern Trust; BNY | – | |
| 5Cornerstone PartnersCharlottesville, VA | VA | $29B | +18% | 22 | $1.3B | 16 | Northern Trust | – |
295 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.