All investment adviser firms · Page 21
Alphabetical firm directory from the selected SEC monthly adviser snapshots.
17,094 firms · Source months shown: August 2026
- BERKSHIRE MONEY MANAGEMENT, INC.CRD 124873 · DALTON, MA$1,227,078,134.00Regulatory AUM · August 2026
- BERKSHIRE PARTNERS LLCCRD 160675 · BOSTON, MA$29,003,502,903.00Regulatory AUM · August 2026
- BERKSHIRE PROPERTY ADVISORS, LLCCRD 161374 · BOSTON, MA$19,239,509,462.00Regulatory AUM · August 2026
- BERLA INVESTMENT CONSULTINGCRD 112847Not availableRegulatory AUM · August 2026
- BERLIN, JONATHAN ANTONIO MEZACRD 330370$7,103,535.00Regulatory AUM · August 2026
- BERMAN MCALEER, LLCCRD 332906 · TIMONIUM, MD$1,821,801,181.00Regulatory AUM · August 2026
- $257,421,009.00Regulatory AUM · August 2026
- BERNARD & JOHNSON, LLCCRD 283871 · PASADENA, CA$113,077,036.00Regulatory AUM · August 2026
- BERNARD CAROLI WEALTH MANAGEMENT INC.CRD 174761 · RUMSON, NJ$469,674,455.00Regulatory AUM · August 2026
- BERNARD L. MADOFF INVESTMENT SECURITIES LLCCRD 2625 · NEW YORK, NY$17,091,640,696.00Regulatory AUM · August 2026
- BERNARD WEALTH MANAGEMENT CORP.CRD 159533 · ROYAL OAK, MI$314,245,504.00Regulatory AUM · August 2026
- BERNARDI ASSET MANAGEMENT, LLCCRD 120110 · NORTHFIELD, IL$330,996,086.00Regulatory AUM · August 2026
- BERNARDO WEALTH PLANNING, LLCCRD 288705 · HARLEYSVILLE, PA$866,351,060.00Regulatory AUM · August 2026
- BERNHARD CAPITAL PARTNERS MANAGEMENT, LPCRD 168155 · BATON ROUGE, LA$6,578,702,870.00Regulatory AUM · August 2026
- BERNICKE WEALTH MANAGEMENT, LTD.CRD 335431 · ALTOONA, WI$887,394,335.00Regulatory AUM · August 2026
- BERNSTEIN INSTITUTIONAL SERVICES LLCCRD 317807 · NEW YORK, NYNot availableRegulatory AUM · August 2026
- BERNZOTT CAPITAL ADVISORSCRD 104583 · CAMARILLO, CA$265,385,563.00Regulatory AUM · August 2026
- BERRY WEALTH GROUP, LPCRD 327346 · GRANBURY, TX$274,507,209.00Regulatory AUM · August 2026
- BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.CRD 13609 · CEDAR RAPIDS, IA$906,439,489.00Regulatory AUM · August 2026
- BERTOLET CAPITAL LLCCRD 125121 · NEW YORK, NY$35,800,000.00Regulatory AUM · August 2026
- BERTRAM CAPITAL MANAGEMENT LLCCRD 156920 · FOSTER CITY, CA$4,426,980,618.00Regulatory AUM · August 2026
- BERYL CAPITAL MANAGEMENT, LLCCRD 269959 · REDONDO BEACH, CA$1,034,703,425.00Regulatory AUM · August 2026
- BESPOKE ADVISORY LLCCRD 323909 · EVERGREEN, CO$284,040,176.00Regulatory AUM · August 2026
- BESPOKE INVESTMENT GROUP, LLCCRD 144080 · HARRISON, NY$101,322,521.00Regulatory AUM · August 2026
- BESSEMER INVESTMENT MANAGEMENT LLCCRD 112215 · NEW YORK, NY$47,002,640,452.00Regulatory AUM · August 2026
- BEST LIFE INFINITY, LLCCRD 319232 · COLORADO SPRINGS, CO$48,243,173.00Regulatory AUM · August 2026
- BESTGATE WEALTH ADVISORS, LLCCRD 301639 · FREDERICK, MD$162,404,904.00Regulatory AUM · August 2026
- BESTIGE HOLDINGS, LLCCRD 305343$372,390,803.00Regulatory AUM · August 2026
- BETA CAPITAL MANAGEMENT LLCCRD 154894 · MIAMI, FL$506,620,317.00Regulatory AUM · August 2026
- BETA WEALTH GROUP, INCCRD 165224 · SAN DIEGO, CA$460,254,498.00Regulatory AUM · August 2026
- BETO FINANCIAL GROUP, LLCCRD 307546 · BOISE, ID$328,814,714.00Regulatory AUM · August 2026
- BETRO MILESZKO & COMPANY, LLCCRD 145184 · FOXBORO, MA$144,815,821.00Regulatory AUM · August 2026
- BETTER WAY LLCCRD 300305 · BAL HARBOUR, FL$107,250,000.00Regulatory AUM · August 2026
- BETTEREDGE CAPITAL LLCCRD 334496 · NEW YORK, NY$81,423,847.00Regulatory AUM · August 2026
- BETTERMENT LLCCRD 149117 · NEW YORK, NY$69,524,492,986.00Regulatory AUM · August 2026
- BETTERWEALTH LLCCRD 226661 · SAN JOSE, CA$659,944,393.00Regulatory AUM · August 2026
- BEUTEL, GOODMAN & COMPANY LTD.CRD 135829$36,109,000,000.00Regulatory AUM · August 2026
- BEVERLY HILLS PRIVATE WEALTH, LLCCRD 321132 · BEVERLY HILLS, CA$912,247,090.00Regulatory AUM · August 2026
- BEXIL ADVISERS LLCCRD 154387 · WALPOLE, NH$306,578,137.00Regulatory AUM · August 2026
- BEY-DOUGLAS, LLCCRD 108856 · MARIETTA, GA$179,799,080.00Regulatory AUM · August 2026
- BEYOND FINANCIAL SERVICESCRD 286350 · FREMONT, CA$176,654,927.00Regulatory AUM · August 2026
- BEYOND INVESTING LLCCRD 304093$136,659,676.00Regulatory AUM · August 2026
- BEYOND WEALTH MANAGEMENT GROUP, LLCCRD 293291 · NEW PALTZ, NY$139,350,128.00Regulatory AUM · August 2026
- BEYOND YOUR HAMMOCK LLCCRD 168738 · BOSTON, MA$115,437,648.00Regulatory AUM · August 2026
- BFC PLANNING, INC.CRD 119682 · CEDAR RAPIDS, IA$3,841,196,599.00Regulatory AUM · August 2026
- BFI INFINITY LTD.CRD 158420$837,566,784.00Regulatory AUM · August 2026
- BFI WEALTH SOLUTIONS, LLCCRD 319185 · DALLAS, TX$145,000,000.00Regulatory AUM · August 2026
- BFINANCE US LTD.CRD 159903Not availableRegulatory AUM · August 2026
- BFSG, LLCCRD 143617 · IRVINE, CA$1,535,338,692.00Regulatory AUM · August 2026
- BG INVESTMENT SERVICES, LLCCRD 281716$868,461,096.00Regulatory AUM · August 2026
- BGM WEALTH PARTNERS, LLCCRD 110483 · BLOOMINGTON, MN$517,482,644.00Regulatory AUM · August 2026
- BGO US REAL ESTATE LPCRD 157034 · NEW YORK, NY$24,121,376,649.00Regulatory AUM · August 2026
- BGV FINANCIAL ADVISORS USA, LLCCRD 324511 · MIAMI, FL$143,820,146.00Regulatory AUM · August 2026
- BGV VC MANAGEMENT LLCCRD 298473 · MENLO PARK, CA$432,997,312.00Regulatory AUM · August 2026
- BH ASSET MANAGEMENT, LLCCRD 152117 · NEW YORK, NY$135,960,000.00Regulatory AUM · August 2026
- BH CREDIT MANAGEMENT LLCCRD 317505 · DALLAS, TX$1,367,587,592.00Regulatory AUM · August 2026
- BH3 FUND ADVISORS, LLCCRD 298967 · FORT LAUDERDALE, FL$578,128,312.00Regulatory AUM · August 2026
- BHARCAP PARTNERS, LLCCRD 315679 · GREENWICH, CT$3,240,321,843.00Regulatory AUM · August 2026
- BHC WEALTH MANAGEMENT, LLCCRD 339475 · ENGLEWOOD, CO$102,210,253.00Regulatory AUM · August 2026
- BHK INVESTMENT ADVISORS, LLCCRD 140515 · BIRMINGHAM, AL$794,064,525.00Regulatory AUM · August 2026
- BHK SECURITIES, LLCCRD 139665 · BIRMINGHAM, AL$128,447,277.00Regulatory AUM · August 2026
- BHMS INVESTMENTS, LPCRD 162554 · WESTPORT, CT$1,005,506,733.00Regulatory AUM · August 2026
- BIASAFE SECURITIES USA CORPCRD 342777Not availableRegulatory AUM · August 2026
- BICE WEALTH MANAGEMENT LLCCRD 323979 · MIAMI, FL$164,479,827.00Regulatory AUM · August 2026
- BICYCLE MANAGEMENT COMPANY, L.P.CRD 328090 · COCONUT GROVE, FL$518,475,206.00Regulatory AUM · August 2026
- BIENVILLE CAPITAL MANAGEMENT, LLCCRD 149320 · NEW YORK, NY$4,452,457,691.00Regulatory AUM · August 2026
- BIG LEAGUE ADVANCE, LLCCRD 291999 · WASHINGTON, DC$548,297,064.00Regulatory AUM · August 2026
- BIG SIOUX FINANCIAL, INC.CRD 299593 · WATERTOWN, SD$235,177,047.00Regulatory AUM · August 2026
- BIG SKY WEALTH ADVISORS, LLCCRD 321272 · GREAT FALLS, MT$134,642,094.00Regulatory AUM · August 2026
- BIGELOW INVESTMENT ADVISORS, LLCCRD 143733 · PORTLAND, ME$555,188,616.00Regulatory AUM · August 2026
- BIGLARI CAPITAL LLCCRD 115197 · SAN ANTONIO, TX$1,043,222,993.00Regulatory AUM · August 2026
- BIGSUR WEALTH MANAGEMENT, LLCCRD 146511 · MIAMI, FL$1,281,842,581.00Regulatory AUM · August 2026
- BILI FINANCE, LLCCRD 339828 · TUCSON, AZNot availableRegulatory AUM · August 2026
- BILL FEW ASSOCIATES, INC.CRD 133561 · SEWICKLEY, PA$2,723,175,464.00Regulatory AUM · August 2026
- BILL LOSEY RETIREMENT SOLUTIONS, LLCCRD 140731$39,632,747.00Regulatory AUM · August 2026
- $309,800,000.00Regulatory AUM · August 2026
- BILTMORE FAMILY OFFICE, LLCCRD 167174 · CHARLOTTE, NC$3,467,117,434.00Regulatory AUM · August 2026
- BILTMORE WEALTH MANAGEMENT, LLCCRD 151365 · TEMPE, AZ$439,606,710.00Regulatory AUM · August 2026
- BIMINI ADVISORS, LLCCRD 164944 · VERO BEACH, FL$11,675,993,000.00Regulatory AUM · August 2026
- BIN YUAN CAPITAL (CAYMAN) LIMITEDCRD 170104$76,000,000.00Regulatory AUM · August 2026
- BIN YUAN CAPITAL LIMITEDCRD 170109$888,000,000.00Regulatory AUM · August 2026
- BINGHAM PRIVATE WEALTH, LLCCRD 330598 · SAN FRANCISCO, CA$232,421,518.00Regulatory AUM · August 2026
- BINNACLE INVESTMENTS, INC.CRD 313185 · URBANDALE, IA$264,137,161.00Regulatory AUM · August 2026
- BIONDO INVESTMENT ADVISORS LLCCRD 130105 · MILFORD, PA$1,292,588,047.00Regulatory AUM · August 2026
- BIOS CAPITAL MANAGEMENT, LPCRD 298955 · FORT WORTH, TX$250,897,987.00Regulatory AUM · August 2026
- BIP CAPITAL MANAGEMENT SERVICES, LLCCRD 300757 · ATLANTA, GA$345,301,037.00Regulatory AUM · August 2026
- BIP CAPITAL, LLCCRD 292983 · ATLANTA, GA$1,290,663,290.00Regulatory AUM · August 2026
- BIP WEALTH, LLCCRD 143208 · ATLANTA, GA$5,287,991,188.00Regulatory AUM · August 2026
- BIRCH CAPITAL MANAGEMENT, LLCCRD 152302$235,465,388.00Regulatory AUM · August 2026
- BIRCH FINANCIAL GROUP, LLCCRD 332057 · KEENE, NH$264,688,531.00Regulatory AUM · August 2026
- BIRCH HILL INVESTMENT ADVISORS LLCCRD 143750 · BOSTON, MA$2,947,308,859.00Regulatory AUM · August 2026
- BIRCH RUN INVESTMENTS, LLCCRD 285285 · EXTON, PA$457,453,043.00Regulatory AUM · August 2026
- BIRCH WEALTH, INC.CRD 304727 · ROME, NY$62,149,057.00Regulatory AUM · August 2026
- BIRCHBROOKCRD 105164 · BANGOR, ME$296,464,387.00Regulatory AUM · August 2026
- BIRCHCREEK WEALTH MANAGEMENT, LLCCRD 304207 · MIAMI TOWNSHIP, OH$300,102,308.00Regulatory AUM · August 2026
- BIRCHVIEW CAPITAL, LPCRD 170534 · BURLINGTON, VT$239,112,096.00Regulatory AUM · August 2026
- BIRCHWOOD FINANCIAL PARTNERS, INC.CRD 169962 · BLOOMINGTON, MN$853,198,867.00Regulatory AUM · August 2026
- BIRD ROCK ASSET MANAGEMENT, LP.CRD 138872 · AUSTIN, TX$146,306,159.00Regulatory AUM · August 2026
- BIREME CAPITAL, LLCCRD 283224 · ROCKVILLE, MD$196,939,682.00Regulatory AUM · August 2026
- BIRINYI ASSOCIATES, INC.CRD 107169 · WESTPORT, CT$471,664,259.00Regulatory AUM · August 2026