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 $657M
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Pandowealth. LLCUnited States | United States | $500M | +26% | 770 | $650K | 14 | Newedge Securities; Charles Schwab; Osaic Institutions | – | |
| 2Englebert Financial Advisers, LLCAllentown, PA | PA | $157M | +5.2% | 297 | $527K | 3 | Charles Schwab; Newedge Securities | – |