Investment advisers registered with the SEC and exempt reporting advisers, from the SEC's own list.
23,988 advisers listed by the U.S. Securities and Exchange Commission, searchable by name, CRD number, list, registration status and main-office state.
Not yet trustworthyCount not yet trustworthy: the SEC states no total for this list, so the figure is the number of entries in the file when it was read.
Source: U.S. Securities and Exchange Commission, Information About Registered Investment Advisers and Exempt Reporting Advisers
Information last checked: 2 October 2026 (the publisher's own date for the list, not the date it was loaded here).
This page reproduces the SEC's list without alteration. If anything here differs from the SEC's records, the SEC's register prevails.
Omnified is not affiliated with or endorsed by the U.S. Securities and Exchange Commission.
The SEC's notice: the SEC does not approve or endorse any particular securities, issuers, products, services, professional credentials, firms, or individuals.
To request a correction or removal, contact hello@getomnified.com
- BLUEPRINT INVESTMENT PARTNERS LLCRegistered Investment Advisers · CRD # 170196 · NC · Approved
- BLUEPRINT LOCAL LLCRegistered Investment Advisers · CRD # 312944 · Approved
- BLUEPRINT PARTNERS LLCRegistered Investment Advisers · CRD # 312902 · MI · Approved
- BLUEPRINT WEALTH MANAGEMENT ADVISORS LLCRegistered Investment Advisers · CRD # 166264 · Approved
- BLUEPRINT WEALTH MANAGEMENT INC.Registered Investment Advisers · CRD # 325099 · MD · Approved
- BLUEPRINT WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 169997 · FL · Approved
- BLUEROCK CREDIT FUND ADVISOR, LLCRegistered Investment Advisers · CRD # 291770 · NY · Approved
- BLUEROCK ETF ADVISOR, LLCRegistered Investment Advisers · CRD # 344162 · NY · Approved
- BLUEROCK FUND ADVISOR, LLCRegistered Investment Advisers · CRD # 165015 · NY · Approved
- BLUESCAPE ENERGY PARTNERS LLCRegistered Investment Advisers · CRD # 283812 · TX · Approved
- BLUESHIFT ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 290637 · NJ · Approved
- BLUESKY WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 116760 · NC · Approved
- BLUESPHERE ADVISORS LLCRegistered Investment Advisers · CRD # 283972 · PA · Approved
- BLUESPRING WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 152667 · TX · Approved
- BLUESPRUCE INVESTMENTS, LPRegistered Investment Advisers · CRD # 167311 · IL · Approved
- BLUESTEM ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 158330 · VA · Approved
- BLUESTEM FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 158418 · IL · Approved
- BLUESTEM WEALTH PARTNERS, LLCRegistered Investment Advisers · CRD # 324489 · MN · Approved
- BLUESTONE CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 157841 · PA · Approved
- BLUESTONE EQUITY PARTNERS, L.P.Registered Investment Advisers · CRD # 323332 · NY · Approved
- BLUESTONE FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 146946 · MD · Approved
- BLUESTONE INVESTMENT MANAGER, LLCRegistered Investment Advisers · CRD # 296820 · VA · Approved
- BLUESTONE PRIVATE WEALTH, LLCRegistered Investment Advisers · CRD # 326055 · OH · Approved
- BLUESTONE WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 137959 · NH · Approved
- BLUEVINE ADVISORY LLCRegistered Investment Advisers · CRD # 326599 · NJ · Approved
- BLUEWATER WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 330078 · AL · Approved
- BLUHAUS CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 323884 · PR · Approved
- BLUM FINANCIAL, LPRegistered Investment Advisers · CRD # 149134 · TX · Approved
- BLUME CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 111768 · CA · Approved
- BLUUM INVEST LLCRegistered Investment Advisers · CRD # 340474 · CA · Approved
- BLVD PRIVATE WEALTH, LLCRegistered Investment Advisers · CRD # 310682 · KY · Approved
- BMB ADVISERS LLCRegistered Investment Advisers · CRD # 118410 · CA · Approved
- BMO ASSET MANAGEMENT CORP.Registered Investment Advisers · CRD # 106466 · IL · Approved
- BMO FAMILY OFFICE, LLCRegistered Investment Advisers · CRD # 110264 · IL · Approved
- BMO NESBITT BURNS SECURITIES LTD.Registered Investment Advisers · CRD # 281337 · Approved
- BMO PRIVATE INVESTMENT COUNSEL INC.Registered Investment Advisers · CRD # 160344 · Approved
- BMSS WESSON WEALTH SOLUTIONS, LLCRegistered Investment Advisers · CRD # 282792 · AL · Approved
- BNA WEALTH, INC.Registered Investment Advisers · CRD # 39326 · SC · Approved
- BNB WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 107702 · MD · Approved
- BNC WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 306483 · OR · Approved
- BNY MELLON ADVISORS, INC.Registered Investment Advisers · CRD # 106108 · NY · Approved
- BNY MELLON ETF INVESTMENT ADVISER, LLCRegistered Investment Advisers · CRD # 306148 · MA · Approved
- BNY MELLON INVESTMENT ADVISER, INC.Registered Investment Advisers · CRD # 105642 · NY · Approved
- BNY MELLON SECURITIES CORPORATIONRegistered Investment Advisers · CRD # 231 · NY · Approved
- BOARDMAN BAY CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 164577 · NY · Approved
- BOARDWALK FINANCIAL STRATEGIES LLCRegistered Investment Advisers · CRD # 165048 · WI · Approved
- BOARDWALK INVESTMENT GROUP LPRegistered Investment Advisers · CRD # 342867 · FL · 120-Day Approval
- BOCA WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 108038 · FL · Approved
- BOERUM HILL FINANCIAL ADVISORS LLCRegistered Investment Advisers · CRD # 288987 · NY · Approved
- BOFA SECURITIES, INC.Registered Investment Advisers · CRD # 283942 · NY · Approved