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 $497M
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Borer Denton & Associates, Inc.Blue Bell, PA | PA | $403M | +0.4% | 218 | $2M | 3 | BNY Pershing | |
| 2Henley & Company Wealth Management LLCUniondale, NY | NY | $94M | −2.2% | 71 | $870K | 3 | BNY Pershing |