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
- WAINWRIGHT INVESTMENT COUNSEL LLCRegistered Investment Advisers · CRD # 108711 · MA · Approved
- WASHINGTON FINANCIAL GROUP, INC.Registered Investment Advisers · CRD # 132369 · MA · Approved
- WASHINGTON TRUST ADVISORS, INC.Registered Investment Advisers · CRD # 110407 · MA · Approved
- WATERLINE VENTURES, LLCExempt Reporting Advisers · CRD # 173281 · MA · ERA - Active
- WATERMILL MANAGEMENT COMPANY, LLCRegistered Investment Advisers · CRD # 163370 · MA · Approved
- WATERVILLE INVESTMENT PARTNERS, LLCExempt Reporting Advisers · CRD # 314518 · MA · ERA - Active
- WAVE EQUITY PARTNERS LLCRegistered Investment Advisers · CRD # 170642 · MA · Approved
- WAVECREST MANAGEMENT COMPANY, LLCExempt Reporting Advisers · CRD # 285540 · MA · ERA - Active
- WEALTH EFFECTS LLCRegistered Investment Advisers · CRD # 315244 · MA · Approved
- WEATHERBIE CAPITAL, LLCRegistered Investment Advisers · CRD # 105991 · MA · Approved
- WEBSTER EQUITY PARTNERS, L.P.Registered Investment Advisers · CRD # 156729 · MA · Approved
- WEISS ASSET MANAGEMENT LPRegistered Investment Advisers · CRD # 155564 · MA · Approved
- WELCH & FORBES LLCRegistered Investment Advisers · CRD # 115119 · MA · Approved
- WELLINGTON ALTERNATIVE INVESTMENTS LLCRegistered Investment Advisers · CRD # 226715 · MA · Approved
- WELLINGTON FUNDS (US) LLCRegistered Investment Advisers · CRD # 288313 · MA · Approved
- WELLINGTON MANAGEMENT COMPANY LLPRegistered Investment Advisers · CRD # 106595 · MA · Approved
- WELLS FINANCIAL ADVISORS, INC.Registered Investment Advisers · CRD # 125209 · MA · Approved
- WERNAU ASSET MANAGEMENT INC.Registered Investment Advisers · CRD # 129473 · MA · Approved
- WEST BRANCH CAPITAL LLCRegistered Investment Advisers · CRD # 133813 · MA · Approved
- WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.Registered Investment Advisers · CRD # 146990 · MA · Approved
- WESTVIEW CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 157839 · MA · Approved
- WGI DM, LLCRegistered Investment Advisers · CRD # 334219 · MA · Approved
- WH CORNERSTONE INVESTMENTS INC.Registered Investment Advisers · CRD # 119725 · MA · Approved
- WHALE ROCK CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 140746 · MA · Approved
- WILKINS INVESTMENT COUNSEL INCRegistered Investment Advisers · CRD # 104913 · MA · Approved
- WILL VENTURES, LLCExempt Reporting Advisers · CRD # 306950 · MA · ERA - Active
- WILLOW PARTNER ADVISORS, LLCRegistered Investment Advisers · CRD # 333917 · MA · Approved
- WINCAP FINANCIAL LLCRegistered Investment Advisers · CRD # 315798 · MA · Approved
- WINDROSE ADVISORS LLCRegistered Investment Advisers · CRD # 152145 · MA · Approved
- WINDSAIL CAPITAL GROUP, LLCExempt Reporting Advisers · CRD # 165352 · MA · ERA - Active
- WINGATE WEALTH ADVISORS, INC.Registered Investment Advisers · CRD # 105012 · MA · Approved
- WINTHROP ADVISORY GROUP, LLCRegistered Investment Advisers · CRD # 288178 · MA · Approved
- WINTHROP SQUARE CAPITAL, L.P.Registered Investment Advisers · CRD # 321630 · MA · Approved
- WOLFSTICH CAPITAL, LLCRegistered Investment Advisers · CRD # 146026 · MA · Approved
- WOODSIDE WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 175118 · MA · Approved
- WOODSTOCK CORPORATIONRegistered Investment Advisers · CRD # 110662 · MA · Approved
- WORLDLY PARTNERS MANAGEMENT, LLCRegistered Investment Advisers · CRD # 309792 · MA · Approved
- WPH GP, LLCRegistered Investment Advisers · CRD # 295192 · MA · Approved
- WUXI HEALTHCARE VENTURES MANAGEMENT US LLCExempt Reporting Advisers · CRD # 294622 · MA · ERA - Active