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
- 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
- BROOKSTONE WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 344265 · MA · 120-Day Approval
- BROOKWOOD ADVISORS, LLCRegistered Investment Advisers · CRD # 338550 · MA · Approved
- BTS ASSET MANAGEMENT INCRegistered Investment Advisers · CRD # 105215 · MA · Approved
- BUILDING VENTURES, LLCExempt Reporting Advisers · CRD # 300127 · MA · ERA - Active
- BUNKER HILL MANAGEMENT LLCExempt Reporting Advisers · CRD # 157838 · MA · ERA - Active
- 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
- C10 LABS, LLCExempt Reporting Advisers · CRD # 328285 · MA · ERA - Active
- 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 BDC ADVISOR, LLCRegistered Investment Advisers · CRD # 342427 · MA · 120-Day Approval
- 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
- CANNON CAPITAL, LPExempt Reporting Advisers · CRD # 288686 · MA · ERA - Active
- 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 ISLAND MANAGEMENT, LLCExempt Reporting Advisers · CRD # 298999 · MA · ERA - Active
- CASTLE ROCK ADVISORS LLCRegistered Investment Advisers · CRD # 331429 · MA · Approved
- CATALYST FINANCIAL PARTNERS LLCRegistered Investment Advisers · CRD # 299335 · MA · Approved
- CATARIA CAPITAL MANAGEMENT LPExempt Reporting Advisers · CRD # 299042 · MA · ERA - Active
- CATCH POINT RIGHTS PARTNERS LPExempt Reporting Advisers · CRD # 310136 · MA · ERA - Active
- CATHOLIC INVESTMENT SERVICES, INC.Registered Investment Advisers · CRD # 172467 · MA · Approved
- CAUSEWAY MANAGEMENT II, LLCExempt Reporting Advisers · CRD # 301351 · MA · ERA - Active
- CAUSEWAY MANAGEMENT, LLCExempt Reporting Advisers · CRD # 167916 · MA · ERA - Active
- 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
- CHTP MANAGEMENT SERVICES INC.Exempt Reporting Advisers · CRD # 163124 · MA · ERA - Active
- CHV MANAGEMENT, LLCExempt Reporting Advisers · CRD # 301854 · MA · ERA - Active
- CLARAGH MOUNTAIN INVESTMENTS LPExempt Reporting Advisers · CRD # 175221 · MA · ERA - Active
- 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