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 $1.2B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Asset Strategy Advisors, LLCWayland, MA | MA | $649M | −29% | 504 | $1M | 8 | – | |
| 2Concorde Asset Management, LLCANN Arbor, MI | MI | $598M | +22% | 3,705 | $162K | 67 | Charles Schwab; BNY Pershing |