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
- 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
- BLUETRAIN CAPITAL LIMITEDExempt Reporting Advisers · CRD # 332821 · ERA - Active
- 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
- BLUMBERG CAPITAL, L.L.C.Exempt Reporting Advisers · CRD # 163230 · FL · ERA - Active
- BLUME CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 111768 · CA · Approved
- BLUME VENTURE INVESTMENT MANAGER LLPExempt Reporting Advisers · CRD # 317819 · ERA - Active
- 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
- BML CAPITAL MANAGEMENT, LLCExempt Reporting Advisers · CRD # 152244 · IN · ERA - Active
- 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
- BMP II KATYDID MANAGEMENT, LLCExempt Reporting Advisers · CRD # 342610 · TX · ERA - Active
- 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
- BNP PARIBAS ASSET MANAGEMENT EUROPEExempt Reporting Advisers · CRD # 339789 · ERA - Active
- BNP PARIBAS ASSET MANAGEMENT PRIMEExempt Reporting Advisers · CRD # 333603 · ERA - Active
- BNP PARIBAS REAL ESTATE INVESTMENT MANAGEMENT FRANCEExempt Reporting Advisers · CRD # 340057 · ERA - Active
- 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
- BOAM RIA LLCExempt Reporting Advisers · CRD # 324144 · NE · ERA - Active
- 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
- BOGAN ASSOCIATES, LLCExempt Reporting Advisers · CRD # 165111 · ERA - Active
- 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
- BOLD MANAGEMENT ADVISORS, LLCExempt Reporting Advisers · CRD # 332727 · CA · ERA - Active
- BOLDHAVEN MANAGEMENT LLPRegistered Investment Advisers · CRD # 304300 · Approved
- BOLDROSE MANAGEMENT GROUP, LLCExempt Reporting Advisers · CRD # 313272 · CT · ERA - Active
- BOLDSTART VENTURES MANAGEMENT LLCExempt Reporting Advisers · CRD # 281533 · FL · ERA - Active
- BOLT INNOVATION MANAGEMENT LLCExempt Reporting Advisers · CRD # 192524 · MA · ERA - Active
- BOLTHOUSE INVESTMENTS, LLCRegistered Investment Advisers · CRD # 148531 · CA · Approved
- BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC.Registered Investment Advisers · CRD # 104684 · MD · Approved