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.
4 firms manage $14B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Conrad Siegel Investment AdvisorsHarrisburg, PA | PA | $12B | +34% | 570 | $21M | 23 | Tiaa-Cref; Charles Schwab; Empower Advisory Group | – | |
| 2Kerberrose Wealth Management, LLCShawano, WI | WI | $1.2B | +27% | 1,785 | $647K | 13 | Charles Schwab; Voya Financial Partners; John Hancock; Fidelity; Trustage Investment; Empower Financial; T.rowe Price; Lincoln Financial Group; Oneamerica; Tiaa-Cref; American Funds & Trusts Incorporated; The Standard | APW Capital | |
| 3Mendota Financial Group, LLCMadison, WI | WI | $254M | −0.2% | 166 | $2M | 5 | Charles Schwab; Tiaa-Cref | – | |
| 4Water Valley Investment Advisors, Inc.Sioux Center, IA | IA | $157M | +11% | 167 | $941K | 3 | Charles Schwab; Tiaa-Cref | – |