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.
3 firms manage $2.1B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1ISC Advisors, Inc.Dallas, TX | TX | $1.6B | +5.1% | 1,928 | $839K | 25 | RBC; Oneamerica Securities; Empower Retirement; Charles Schwab; IPX Retirement | |
| 2The Retirement Planning Company of New England, Inc.Warwick, RI | RI | $394M | +17% | 566 | $301K | 3 | Charles Schwab | |
| 3Doucet Asset Management, LLCNew Orleans, LA | LA | $121M | −8.9% | 48 | $3M | 2 | RBC |