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.
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- THE DE BURLO GROUP, INC.Registered Investment Advisers · CRD # 153435 · MA · Approved
- THE NEWCASTLE NETWORK LPRegistered Investment Advisers · CRD # 316201 · MA · Approved
- THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLCRegistered Investment Advisers · CRD # 172470 · MA · Approved
- THE PRACTICAL PLANNER, LLCRegistered Investment Advisers · CRD # 130601 · MA · Approved
- THE PUTNAM ADVISORY COMPANY, LLCRegistered Investment Advisers · CRD # 106631 · MA · Approved
- THE SHER WEALTH MANAGEMENT GROUP, INC.Registered Investment Advisers · CRD # 172369 · MA · Approved
- THL MANAGERS VII, LLCRegistered Investment Advisers · CRD # 171042 · MA · Approved
- THORNTREE CAPITAL PARTNERS LPRegistered Investment Advisers · CRD # 283643 · MA · Approved
- TIA WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 327402 · MA · Approved
- TIAA KASPICK, LLCRegistered Investment Advisers · CRD # 104554 · MA · Approved
- TIGER IRON CAPITAL, LLCRegistered Investment Advisers · CRD # 283006 · MA · Approved
- TIMBER CREEK CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 146220 · MA · Approved
- TIMBUKTU CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 131084 · MA · Approved
- TIMMONS WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 165914 · MA · Approved
- TITANIUM ADVISORS, LLCRegistered Investment Advisers · CRD # 153943 · MA · Approved
- TQM WEALTH PARTNERS, LLCRegistered Investment Advisers · CRD # 282979 · MA · Approved
- TRAUB CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 136851 · MA · Approved
- TREMONT REALTY CAPITAL LLCRegistered Investment Advisers · CRD # 283569 · MA · Approved
- TRILLIUM ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 110901 · MA · Approved
- TURAS CAPITAL MANAGEMENT LPRegistered Investment Advisers · CRD # 336516 · MA · Approved
- TWELVE POINTS WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 171107 · MA · Approved
- TWIN FOCUS CAPITAL PARTNERS, LLCRegistered Investment Advisers · CRD # 140522 · MA · Approved
- TWIN GRYPHON ADVISORS LLCRegistered Investment Advisers · CRD # 297264 · MA · Approved
- TWIN OAK ETF COMPANYRegistered Investment Advisers · CRD # 330365 · MA · Approved
- TYLER STREET CAPITALRegistered Investment Advisers · CRD # 340011 · MA · Approved
- U. S. BOSTON CAPITAL CORPORATIONRegistered Investment Advisers · CRD # 5251 · MA · Approved
- UNION PARK CAPITAL MANAGEMENT, L.P.Registered Investment Advisers · CRD # 169842 · MA · Approved
- USA MUTUALS ADVISORS, INC.Registered Investment Advisers · CRD # 131750 · MA · Approved
- VALENCE8 US LPRegistered Investment Advisers · CRD # 317389 · MA · Approved
- VERDAD ADVISERS, L.P.Registered Investment Advisers · CRD # 171048 · MA · Approved
- VESTMARK ADVISORY SOLUTIONS, INC.Registered Investment Advisers · CRD # 221518 · MA · Approved
- VINCENT WEALTH ADVISORS LLCRegistered Investment Advisers · CRD # 332759 · MA · Approved
- 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
- WATERMILL MANAGEMENT COMPANY, LLCRegistered Investment Advisers · CRD # 163370 · MA · Approved
- WAVE EQUITY PARTNERS LLCRegistered Investment Advisers · CRD # 170642 · MA · Approved
- 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