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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.
7 firms manage $13B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1McQueen Financial Advisors II, Inc.Clawson, MI | MI | $10B | +0.0% | 123 | $47M | 17 | – | |
| 2Calton & Associates, Inc.Tampa, FL | FL | $1.6B | +30% | 5,283 | $226K | 221 | Fidelity; Charles Schwab; Hilltop Securities; Goldman Sachs | |
| 3Dominion Portfolio Management, Inc.Tampa, FL | FL | $277M | +6.1% | 782 | $354K | 18 | Hilltop Securities; Franklin Distributors | |
| 4ForefrontAustin, TX | TX | $240M | +0.0% | 572 | $174K | 7 | Charles Schwab | |
| 5Archambo Financial Advisors, Inc.Bartlesville, OK | OK | $163M | +3.7% | 197 | $545K | 3 | – |
2 more firms match this screen.
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