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 $17B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Manning & Napier Advisors, LLCFairport, NY | NY | $17B | −7.5% | 3,474 | $5M | 159 | Exeter Trust; Charles Schwab | Manning & Napier Investor Services; Manning & Napier Investor Services, Inc. | |
| 2Wealthpro, LLCUnited States | United States | $52M | +9.0% | 95 | $552K | 1 | BNY Pershing; Exeter Trust | Timbrel Capital |