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 $78B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Truist Advisory Services, Inc.Atlanta, GA | GA | $77B | +14% | 129,307 | $599K | 2,360 | Fidelity; Truist Investment Services | |
| 2GFO Advisory Services, LLCGreenwich, CT | CT | $351M | +21% | 10 | $35M | 0 | Argent Institutional Trust; Bank |