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
- BMB ADVISERS LLCRegistered Investment Advisers · CRD # 118410 · CA · Approved
- BOLTHOUSE INVESTMENTS, LLCRegistered Investment Advisers · CRD # 148531 · CA · Approved
- BOLTWOOD CAPITAL MANAGEMENTRegistered Investment Advisers · CRD # 110293 · CA · Approved
- BONDBLOXX INVESTMENT MANAGEMENT CORPORATIONRegistered Investment Advisers · CRD # 317318 · CA · Approved
- BONNIE WUSZ & ASSOCIATES, INC.Registered Investment Advisers · CRD # 116471 · CA · Approved
- BOSMAN WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 290550 · CA · Approved
- BOURKE WEALTH MANAGEMENTRegistered Investment Advisers · CRD # 297957 · CA · Approved
- BOXER CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 330106 · CA · Approved
- BOYD WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 293990 · CA · Approved
- BOYER FINANCIAL SERVICES, INC.Registered Investment Advisers · CRD # 331868 · CA · Approved
- BPM WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 325909 · CA · Approved
- BRACKET VENTURES MANAGEMENT, LLCRegistered Investment Advisers · CRD # 291692 · CA · Approved
- BRAESWOOD CARBON MANAGEMENT, LLCRegistered Investment Advisers · CRD # 311686 · CA · Approved
- BRANDES INVESTMENT PARTNERS, LPRegistered Investment Advisers · CRD # 105404 · CA · Approved
- BRANSON FRANK A INCRegistered Investment Advisers · CRD # 110451 · CA · Approved
- BRASA CAPITAL MANAGEMENT, LPRegistered Investment Advisers · CRD # 316265 · CA · Approved
- BREAKAWAY INDEPENDENT ADVISORS, LLCRegistered Investment Advisers · CRD # 340675 · CA · 120-Day Approval
- BREAKTHROUGH SERVICES, L.L.C.Registered Investment Advisers · CRD # 309668 · CA · Approved
- BREEN WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 286513 · CA · Approved
- BRENTWOOD PRIVATE EQUITY, LLCRegistered Investment Advisers · CRD # 156558 · CA · Approved
- BRETTON CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 154344 · CA · Approved
- BRIAN D. LOWDER, INC.Registered Investment Advisers · CRD # 105972 · CA · Approved
- BRICKLEY WEALTH MANAGEMENTRegistered Investment Advisers · CRD # 287487 · CA · Approved
- BRIDGEBAY FINANCIAL, INC.Registered Investment Advisers · CRD # 130279 · CA · Approved
- BRIDGEVIEW CAPITAL ADVISORS, INC.Registered Investment Advisers · CRD # 6290 · CA · Approved
- BRIDGEWEALTH ADVISORY GROUP, LLCRegistered Investment Advisers · CRD # 293514 · CA · Approved
- BRIGHT LAKE WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 323513 · CA · Approved
- BRIGHTPATH WEALTH PLANNING, LLCRegistered Investment Advisers · CRD # 160563 · CA · Approved
- BRIGHTPLAN LLCRegistered Investment Advisers · CRD # 283790 · CA · Approved
- BRIO CONSULTANTS, LLCRegistered Investment Advisers · CRD # 289889 · CA · Approved
- BRISTLECONE VALUE PARTNERS, LLCRegistered Investment Advisers · CRD # 128117 · CA · Approved
- BRISTOL GROUP INCRegistered Investment Advisers · CRD # 105087 · CA · Approved
- BROADSHORE CAPITAL PARTNERS, LLCRegistered Investment Advisers · CRD # 119200 · CA · Approved
- BROADSIDE WEALTH TECHNOLOGIES INC.Registered Investment Advisers · CRD # 342220 · CA · Approved
- BROADWING CAPITAL ADVISORS, INC.Registered Investment Advisers · CRD # 127513 · CA · Approved
- BROWNING WEST LPRegistered Investment Advisers · CRD # 304702 · CA · Approved
- BUCHANAN STREET PARTNERS, L.P.Registered Investment Advisers · CRD # 169052 · CA · Approved
- BULL OAK CAPITAL, LLCRegistered Investment Advisers · CRD # 170325 · CA · Approved
- BURLINGAME WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 300041 · CA · Approved
- BURTON ENRIGHT WELCHRegistered Investment Advisers · CRD # 118376 · CA · Approved
- BUTLER HALL CAPITAL LLCRegistered Investment Advisers · CRD # 290744 · CA · Approved
- BUTTERFLY EQUITY LPRegistered Investment Advisers · CRD # 284667 · CA · Approved
- BVF PARTNERS L.P.Registered Investment Advisers · CRD # 156149 · CA · Approved
- BWA, LLCRegistered Investment Advisers · CRD # 154878 · CA · Approved
- C.M. CAPITAL ADVISORS, LLCRegistered Investment Advisers · CRD # 157529 · CA · Approved
- C1 ADVISORS LLCRegistered Investment Advisers · CRD # 331914 · CA · Approved
- CABLE CAR CAPITAL, LPRegistered Investment Advisers · CRD # 169234 · CA · Approved
- CACHE ADVISORS LLCRegistered Investment Advisers · CRD # 323063 · CA · Approved
- CAI MANAGER LPRegistered Investment Advisers · CRD # 310205 · CA · Approved
- CALABASAS ADVISORY GROUP, LLCRegistered Investment Advisers · CRD # 288224 · CA · Approved