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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 $3.6B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Scarborough Capital ManagementAnnapolis, MD | MD | $1.6B | +17% | 2,664 | $380K | 13 | Charles Schwab | |
| 2Premier Wealth Advisors, LLCSAN Diego, CA | CA | $695M | +44% | 510 | $381K | 6 | Charles Schwab | |
| 3O'donnell Financial Services, LLCSAN Rafael, CA | CA | $427M | +24% | 995 | $427K | 4 | Charles Schwab | |
| 4Dougherty & Associates Financial Advisors, Inc.Buffalo, MN | MN | $383M | +8.2% | 1,069 | $166K | 9 | Charles Schwab | |
| 5Peakstone Financial AdvisorsChevy Chase, MD | MD | $256M | +15% | 319 | $360K | 3 | Charles Schwab |
2 more firms match this screen.
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