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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.
33 firms manage $77B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1NLG Capital LLCMontpelier, VT | VT | $47B | +19% | 10 | $4.7B | 48 | J.P. Morgan | Equity Services, Inc. | |
| 2Champlain Investment Partners, LLCBurlington, VT | VT | $10B | −37% | 84 | $121M | 12 | BNY; J.P. Morgan; Northern Trust | – | |
| 3Manchester Capital Management LLCManchester, VT | VT | $2.8B | −20% | 234 | $12M | 14 | Charles Schwab | – | |
| 4ESI Financial AdvisorsMontpelier, VT | VT | $2.8B | +13% | 12,379 | $224K | 460 | Fidelity; SEI | Charles Schwab & Co. | |
| 5Maple Capital Management, Inc.Montpelier, VT | VT | $2.6B | +18% | 1,597 | $2M | 27 | Charles Schwab | – |
28 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.