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 $395B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Robert W. Baird & Co. IncorporatedMilwaukee, WI | WI | $394B | +15% | 241,359 | $1M | 3,170 | Robert W. Baird & Co. Incorporated | |
| 2Strategas Asset Management, LLCNew York, NY | NY | $458M | +209% | 15 | $31M | 15 | Robert W. Baird & Co. Incorporated; Charles Schwab |