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
- 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
- BOYD FINANCIAL STRATEGIES, INC.Registered Investment Advisers · CRD # 107505 · MA · Approved
- BRACEBRIDGE CAPITAL, LLCRegistered Investment Advisers · CRD # 158343 · MA · Approved
- BREAKWATER FINANCIAL, LLCRegistered Investment Advisers · CRD # 282401 · MA · Approved
- BRECKINRIDGE CAPITAL ADVISORS INCRegistered Investment Advisers · CRD # 107143 · MA · Approved
- BRIGHT ROCK CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 152820 · MA · Approved
- BROADWATER CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 125509 · MA · Approved
- BROOKE PRIVATE EQUITY ASSOCIATES MANAGEMENT LLCRegistered Investment Advisers · CRD # 156772 · MA · Approved
- BROOKNOLL ADVISORS LLCRegistered Investment Advisers · CRD # 298297 · MA · Approved
- BROOKWOOD ADVISORS, LLCRegistered Investment Advisers · CRD # 338550 · MA · Approved
- BTS ASSET MANAGEMENT INCRegistered Investment Advisers · CRD # 105215 · MA · Approved
- BUTTERWORTH FINANCIAL LLCRegistered Investment Advisers · CRD # 325026 · MA · Approved
- BV INVESTMENT PARTNERS, L.P.Registered Investment Advisers · CRD # 159349 · MA · Approved
- BYRNE FINANCIAL FREEDOM, LLCRegistered Investment Advisers · CRD # 167893 · MA · Approved
- 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