Screener
SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeScreener
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.
2 firms manage $2.2B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Accurate Wealth Management, LLCWesley Chapel, FL | FL | $1.7B | +49% | 2,612 | $655K | 47 | Charles Schwab; Fidelity | |
| 2Altium Investment Strategies LLCWesley Chapel, FL | FL | $518M | +358% | 2 | $259M | 4 | Charles Schwab |