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
- CABOT PROPERTIES L.P.Registered Investment Advisers · CRD # 118729 · MA · Approved
- CABOT WEALTH MANAGEMENTRegistered Investment Advisers · CRD # 107327 · MA · Approved
- CADENCE WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 155080 · MA · Approved
- CALLODINE CAPITAL MANAGEMENT, LPRegistered Investment Advisers · CRD # 297115 · MA · Approved
- CALLODINE CREDIT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 313165 · MA · Approved
- CAMBRIDGE ASSOCIATES LIMITED, LLCRegistered Investment Advisers · CRD # 106003 · MA · Approved
- CAMBRIDGE ASSOCIATES, LLCRegistered Investment Advisers · CRD # 104942 · MA · Approved
- CANBY FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 338797 · MA · Approved
- CAPE ANN CAPITAL, INC.Registered Investment Advisers · CRD # 128942 · MA · Approved
- CAPITAL ADVISORS GROUP, INCRegistered Investment Advisers · CRD # 112000 · MA · Approved
- CAPITAL IMPACT ADVISORS, LLCRegistered Investment Advisers · CRD # 168313 · MA · Approved
- CAPSHIFT ADVISORS, LLCRegistered Investment Advisers · CRD # 309860 · MA · Approved
- CARL P. SHERR & CO., LLCRegistered Investment Advisers · CRD # 3394 · MA · Approved
- CARR FINANCIAL GROUP CORPORATIONRegistered Investment Advisers · CRD # 317321 · MA · Approved
- CASTANEA PARTNERS INC.Registered Investment Advisers · CRD # 160229 · MA · Approved
- CASTLE ROCK ADVISORS LLCRegistered Investment Advisers · CRD # 331429 · MA · Approved
- CATALYST FINANCIAL PARTNERS LLCRegistered Investment Advisers · CRD # 299335 · MA · Approved
- CATHOLIC INVESTMENT SERVICES, INC.Registered Investment Advisers · CRD # 172467 · MA · Approved
- CENTERPOINT ADVISORS, LLCRegistered Investment Advisers · CRD # 156698 · MA · Approved
- CENTURY EQUITY PARTNERS LLCRegistered Investment Advisers · CRD # 281939 · MA · Approved
- CHARLES RIVER WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 288017 · MA · Approved
- CHARLESBANK CAPITAL PARTNERS, LLCRegistered Investment Advisers · CRD # 160256 · MA · Approved
- CHARLESBRIDGE ADVISORS, LLCRegistered Investment Advisers · CRD # 341159 · MA · Approved
- CHOATE INVESTMENT ADVISORS LLCRegistered Investment Advisers · CRD # 106109 · MA · Approved
- CLARENDON PRIVATE LLCRegistered Investment Advisers · CRD # 316616 · MA · Approved
- CLARITY RETIREMENT & WEALTH, LLCRegistered Investment Advisers · CRD # 337718 · MA · Approved
- CLARO ADVISORS INC.Registered Investment Advisers · CRD # 160294 · MA · Approved
- CLARUS VENTURES, LLCRegistered Investment Advisers · CRD # 160980 · MA · Approved
- CLEAR BROOK ADVISORS, INC.Registered Investment Advisers · CRD # 132045 · MA · Approved
- CLEARHAVEN PARTNERS LPRegistered Investment Advisers · CRD # 309219 · MA · Approved
- CLOUGH CAPITAL PARTNERS, LPRegistered Investment Advisers · CRD # 131257 · MA · Approved
- COHERE CAPITAL PARTNERS, LPRegistered Investment Advisers · CRD # 305806 · MA · Approved
- COLMAN KNIGHT ADVISORY GROUP, LLCRegistered Investment Advisers · CRD # 119696 · MA · Approved
- COLRAIN CAPITAL LLCRegistered Investment Advisers · CRD # 118098 · MA · Approved
- COLUMBIA CENT CLO ADVISERS, LLCRegistered Investment Advisers · CRD # 310864 · MA · Approved
- COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLCRegistered Investment Advisers · CRD # 108257 · MA · Approved
- COMMONS CAPITAL, LLCRegistered Investment Advisers · CRD # 165738 · MA · Approved
- COMMONWEALTH EQUITY SERVICES, LLCRegistered Investment Advisers · CRD # 8032 · MA · Approved
- COMPASS CAPITAL CORPORATIONRegistered Investment Advisers · CRD # 112323 · MA · Approved
- CONCORDIA WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 164278 · MA · Approved
- CONDON WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 128409 · MA · Approved
- CONGRESS ASSET MANAGEMENT COMPANY, LLPRegistered Investment Advisers · CRD # 105161 · MA · Approved
- CONSTANT GUIDANCE FINANCIAL, LLCRegistered Investment Advisers · CRD # 172612 · MA · Approved
- CONSTITUTION CAPITAL EQUITY PARTNERS LPRegistered Investment Advisers · CRD # 147248 · MA · Approved
- CONSTITUTION CAPITAL PM, L. P.Registered Investment Advisers · CRD # 319678 · MA · Approved
- CONTRAVISORY INVESTMENT MANAGEMENT, INC.Registered Investment Advisers · CRD # 109767 · MA · Approved
- CORMORANT ASSET MANAGEMENT, LPRegistered Investment Advisers · CRD # 167820 · MA · Approved
- CORNERSTONE FINANCIAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 140967 · MA · Approved
- COTTAGE STREET ADVISORS, LLCRegistered Investment Advisers · CRD # 173487 · MA · Approved
- COVALENT PARTNERS LLCRegistered Investment Advisers · CRD # 140494 · MA · Approved