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
- BOGART WEALTH, LLCRegistered Investment Advisers · CRD # 283886 · VA · Approved
- BOK FINANCIAL PRIVATE WEALTH, INC.Registered Investment Advisers · CRD # 106733 · CO · Approved
- BOK FINANCIAL SECURITIES, INC.Registered Investment Advisers · CRD # 17530 · OK · Approved
- BOLDHAVEN MANAGEMENT LLPRegistered Investment Advisers · CRD # 304300 · Approved
- BOLTHOUSE INVESTMENTS, LLCRegistered Investment Advisers · CRD # 148531 · CA · Approved
- BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC.Registered Investment Advisers · CRD # 104684 · MD · Approved
- BOLTON SECURITIES CORPRegistered Investment Advisers · CRD # 129376 · MA · Approved
- BOLTWOOD CAPITAL MANAGEMENTRegistered Investment Advisers · CRD # 110293 · CA · Approved
- BONA FIDE WEALTH, LLCRegistered Investment Advisers · CRD # 330982 · Approved
- BONACCORD CAPITAL ADVISORS LLCRegistered Investment Advisers · CRD # 316716 · NY · Approved
- BONAVENTURE CAPITAL, LLCRegistered Investment Advisers · CRD # 120780 · AL · Approved
- BOND & DEVICK FINANCIAL NETWORK, INC.Registered Investment Advisers · CRD # 283682 · MN · Approved
- BOND TECH INCRegistered Investment Advisers · CRD # 105979 · OH · Approved
- BONDBLOXX INVESTMENT MANAGEMENT CORPORATIONRegistered Investment Advisers · CRD # 317318 · CA · Approved
- BONDURANT INVESTMENT ADVISORY, LLCRegistered Investment Advisers · CRD # 297290 · IL · Approved
- BONE FIDE WEALTH, LLCRegistered Investment Advisers · CRD # 301066 · NY · Approved
- BONFIRE FINANCIAL, LLCRegistered Investment Advisers · CRD # 288522 · CO · Approved
- BONNER & SMITH, LLCRegistered Investment Advisers · CRD # 114287 · TX · Approved
- BONNIE WUSZ & ASSOCIATES, INC.Registered Investment Advisers · CRD # 116471 · CA · Approved
- BONTEMPO OHLY CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 132804 · MD · Approved
- BOOMFISH WEALTH GROUP, LLCRegistered Investment Advisers · CRD # 159201 · GA · Approved
- BOON CAPITAL ADVISORS LLCRegistered Investment Advisers · CRD # 174016 · IL · Approved
- BOON INVESTMENT GROUP, INC.Registered Investment Advisers · CRD # 150102 · TX · Approved
- BOONE CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 316230 · GA · Approved
- BOONE WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 116682 · WA · Approved
- BOOSTER ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 330362 · IL · Approved
- BOOSTER, LLCRegistered Investment Advisers · CRD # 314629 · MD · Approved
- BOOTHBAY FUND MANAGEMENT, LLCRegistered Investment Advisers · CRD # 163706 · NY · Approved
- BOOTHE INVESTMENT GROUP, INC.Registered Investment Advisers · CRD # 291437 · DE · Approved
- BORABOND, LLCRegistered Investment Advisers · CRD # 336456 · MA · Approved
- BORDERLESS INVESTMENT ADVISORS LLCRegistered Investment Advisers · CRD # 318077 · Approved
- BORDERLESS MANAGEMENT LLCRegistered Investment Advisers · CRD # 323404 · FL · Approved
- BOREALIS STRATEGIC CAPITAL PARTNERS, LPRegistered Investment Advisers · CRD # 300562 · IL · Approved
- BORER DENTON & ASSOCIATES, INC.Registered Investment Advisers · CRD # 135729 · PA · Approved
- BORIA WEALTH MANAGEMENT, LTDRegistered Investment Advisers · CRD # 343761 · MN · 120-Day Approval
- BORNITE CAPITAL MANAGEMENT LPRegistered Investment Advisers · CRD # 307598 · NY · Approved
- BOS ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 310632 · IL · Approved
- BOSERA ASSET MANAGEMENT (INTERNATIONAL) CO., LIMITEDRegistered Investment Advisers · CRD # 168895 · Approved
- BOSMAN WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 290550 · CA · Approved
- BOSTON COMMON ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 123558 · MA · Approved
- BOSTON FAMILY ADVISORS LLCRegistered Investment Advisers · CRD # 299060 · MA · Approved
- BOSTON FAMILY OFFICE LLCRegistered Investment Advisers · CRD # 107141 · MA · Approved
- BOSTON MANAGEMENT AND RESEARCHRegistered Investment Advisers · CRD # 104853 · MA · Approved
- BOSTON PARTNERS GLOBAL INVESTORS, INC.Registered Investment Advisers · CRD # 124982 · MA · Approved
- BOSTON PORTFOLIO ADVISERS, LLCRegistered Investment Advisers · CRD # 172374 · MA · Approved
- BOSTON RESEARCH AND MANAGEMENT, INC.Registered Investment Advisers · CRD # 107643 · MA · Approved
- BOSTON STANDARD WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 156452 · MA · Approved
- BOSTON TRUST WALDEN INC.Registered Investment Advisers · CRD # 111266 · MA · Approved
- BOSTONPREMIER WEALTH, LLCRegistered Investment Advisers · CRD # 282268 · MA · Approved
- BOSTWICK CAPITAL LLCRegistered Investment Advisers · CRD # 162386 · NY · Approved