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.
1 firm manage $252M
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Advanced Financial Strategies IncIrvine, CA | CA | $252M | +4.2% | 145 | $649K | 6 | Charles Schwab |