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 $13B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Cbiz Investment Advisory Services, LLCCleveland, OH | OH | $13B | +22% | 2,850 | $4M | 87 | Fidelity; Charles Schwab; Voya Financial; Empower Financial Services; TIAA Asset Management | Cbiz Financial Solutions; Cbiz Financial Solutions, Inc. | |
| 2Symphony Financial Services, Inc.Akron, OH | OH | $429M | +14% | 641 | $669K | 7 | LPL Financial; Voya Financial | LPL Financial | |
| 3Cbiz Retirement Plan Advisory ServicesCleveland, OH | OH | $9M | −63% | 11 | $807K | 16 | Voya Financial | – |