Lead-Lag Atlas
Financial Advisor Intelligence Platform
Want to explore? Use demo password atlasdemo2026 for a limited preview.
Financial Advisor Intelligence Platform
Want to explore? Use demo password atlasdemo2026 for a limited preview.
Powered by Lead-Lag Media • SEC/IAPD Data
Atlas
Search across 430K+ advisors and 42K+ firms
Select a state from the sidebar or type a name to search
| Firm Name | City | State | AUM | Accounts | Type | Contact |
|---|
Select a state to browse firms
| Name | Firm | City | State | AUM | Custodian | Contact |
|---|
Select a state to browse advisors
| Firm Name | State | Custodian | Firm AUM | 13F Value | Holdings | Emails | Q/Q | Top Holdings |
|---|
Search SEC 13F holdings across 4,263 advisory firms
Find which firms hold specific stocks, ETFs, or funds — filter by custodian, AUM, and territory
Find advisors who just initiated, increased, decreased, or exited a position in any fund or stock. Use this to target high-intent wholesaler outreach with advisor emails and LinkedIn profiles.
| Firm Name | State | Custodian | Firm AUM | Position Value | % Change | Emails |
|---|
Search for a ticker, issuer, or fund to see which advisory firms changed their position
Data: 982,447 position changes across 3,851 firms, Q3 → Q4 2025
Firms ranked by Lead-Lag Score™ — a proprietary 0-100 score combining AUM, 13F activity, filing recency, advisor email coverage, holdings breadth, and custodian quality. Updated daily.
| Rank | Score | Firm | State | Custodian | AUM | Style | Signals |
|---|
Upload a CSV with columns first_name, last_name, firm_name (and optionally email or state). We'll match against our 430K-advisor database and return enriched records with sourced emails, LinkedIn URLs, firm AUM, custodian, 13F holdings, and Lead-Lag Score™. Up to 1,000 rows per upload.
first_name, last_name. Optional: firm_name, state, email.