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 $108M
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Laidlaw Wealth Management LLCNew York, NY | NY | $108M | −5.8% | 123 | $441K | 5 | Charles Schwab |