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 $15B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Perigon Wealth Management, LLCSAN Francisco, CA | CA | $11B | +30% | 5,664 | $638K | 92 | Charles Schwab; Fidelity | |
| 2Vanderbilt Advisory ServicesWoodbury, NY | NY | $2.1B | +30% | 6,470 | $326K | 144 | – | |
| 3Consolidated Portfolio Review CorpWoodbury, NY | NY | $1.6B | +23% | 6,228 | $256K | 47 | – |