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 $151M
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Union Capital CompanyTucson, AZ | AZ | $150M | −15% | 414 | $362K | 11 | RBC; Fidelity Distributors Company; Charles Schwab | |
| 2Alamos Capital, LLCTucson, AZ | AZ | $1M | −50% | 1 | $1M | 2 | – |