All investment adviser firms · Page 23
Alphabetical firm directory from the selected SEC monthly adviser snapshots.
17,094 firms · Source months shown: August 2026
- BLANTYRE CAPITAL US LLCCRD 336308 · NEW YORK, NY$101,568,180.00Regulatory AUM · August 2026
- BLB & B ADVISORS, LLCCRD 139096 · MONTGOMERYVILLE, PA$3,255,397,467.00Regulatory AUM · August 2026
- BLEAKLEY FINANCIAL GROUP, LLCCRD 318366 · PARSIPPANY, NJ$15,127,499,616.00Regulatory AUM · August 2026
- BLEDSOE ASSET MANAGEMENT, LLCCRD 145943 · PHOENIX, AZ$188,991,340.00Regulatory AUM · August 2026
- BLEECKER STREET CAPITAL MANAGEMENT, LLCCRD 332519 · BROOKLYN, NY$68,291,518.00Regulatory AUM · August 2026
- BLEICHROEDER LPCRD 304295 · NEW YORK, NY$2,431,232,134.00Regulatory AUM · August 2026
- BLKBRD ASSET MANAGEMENT LPCRD 329262 · OLD GREENWICH, CT$133,933,044.00Regulatory AUM · August 2026
- BLOCK WEALTH MANAGEMENT, INC.CRD 146042$186,473,673.00Regulatory AUM · August 2026
- BLOCKBRIDGE INVESTMENTS LLCCRD 341419 · MINNEAPOLIS, MNNot availableRegulatory AUM · August 2026
- BLOCKCHAIN CAPITAL, LLCCRD 283610 · SAN FRANCISCO, CA$2,857,244,723.00Regulatory AUM · August 2026
- BLOCKCHANGE MANAGEMENT LLCCRD 296291$898,009,110.00Regulatory AUM · August 2026
- BLODGETT WEALTH ADVISORS, LLCCRD 316838$250,929,334.00Regulatory AUM · August 2026
- BLOM & HOWELL FINANCIAL PLANNING, INC.CRD 311830 · MODESTO, CA$161,476,118.00Regulatory AUM · August 2026
- BLONG FINANCIAL, LLCCRD 164746 · MEMPHIS, TN$201,963,902.00Regulatory AUM · August 2026
- BLOOM ADVISORS, INC.CRD 106152 · FARMINGTON HILLS, MI$1,618,374,513.00Regulatory AUM · August 2026
- BLOOM INVESTMENT ADVISORS, LLCCRD 317405 · SAN FRANCISCO, CA$17,740,432.00Regulatory AUM · August 2026
- BLOOMFIELD CAPITAL HOLDINGS, LLCCRD 169198 · BIRMINGHAM, MI$465,683,102.00Regulatory AUM · August 2026
- BLOSSOM WEALTH MANAGEMENT, LLCCRD 150402$368,193,658.00Regulatory AUM · August 2026
- BLS CAPITAL FONDSMAEGLERSELSKAB A/SCRD 170746$7,218,433,116.00Regulatory AUM · August 2026
- BLT FUND MANAGER LLCCRD 166743 · STAMFORD, CT$487,325,686.00Regulatory AUM · August 2026
- BLUE BARN WEALTH, LLCCRD 107202 · OREM, UT$317,067,080.00Regulatory AUM · August 2026
- BLUE BEAR FINANCIAL, LLCCRD 331226$147,365,028.00Regulatory AUM · August 2026
- BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCRD 134184 · BLUE BELL, PA$1,121,215,721.00Regulatory AUM · August 2026
- BLUE CAPITAL, INC.CRD 304083 · OMAHA, NE$200,818,353.00Regulatory AUM · August 2026
- BLUE CHIP PARTNERS, LLCCRD 132437 · FARMINGTON HILLS, MI$1,877,185,870.00Regulatory AUM · August 2026
- BLUE CURVE ADVISORY, LLCCRD 333724 · TOWSON, MD$125,169,386.00Regulatory AUM · August 2026
- BLUE DIAMOND CAPITAL INVESTMENT ADVISORS, LLCCRD 333059 · PROVO, UT$301,352,937.00Regulatory AUM · August 2026
- BLUE DOOR ASSET MANAGEMENT, LLCCRD 314457 · STAMFORD, CT$186,994,602.00Regulatory AUM · August 2026
- BLUE EDGE CAPITAL, LLCCRD 155613 · RICHMOND, VA$765,120,402.00Regulatory AUM · August 2026
- BLUE FIN CAPITAL, INC.CRD 108451 · WARREN, RI$755,923,825.00Regulatory AUM · August 2026
- BLUE GRANITE CAPITAL, LLCCRD 125607 · CHARLESTON, SC$108,773,163.00Regulatory AUM · August 2026
- BLUE GROTTO CAPITAL, LLCCRD 299869 · ATLANTA, GA$2,098,624,591.00Regulatory AUM · August 2026
- BLUE HAVEN CAPITAL, LLCCRD 141738 · GENEVA, IL$121,500,000.00Regulatory AUM · August 2026
- BLUE HORIZON EQUITY, INC.CRD 341095 · PITTSFORD, NYNot availableRegulatory AUM · August 2026
- BLUE INVESTMENT MANAGEMENT, LLCCRD 318610 · MIAMI BEACH, FL$341,389,254.00Regulatory AUM · August 2026
- BLUE JAY FINANCIAL GROUP, LLCCRD 296467 · DEFIANCE, OH$113,455,676.00Regulatory AUM · August 2026
- BLUE JEAN FINANCIAL LLCCRD 331138 · ALBANY, NY$133,349,793.00Regulatory AUM · August 2026
- BLUE LIKE AN ORANGE CAPITAL US LLCCRD 291948 · WASHINGTON, DC$426,537,213.00Regulatory AUM · August 2026
- BLUE LINE CAPITAL, LLCCRD 304024 · CHICAGO, IL$131,917,783.00Regulatory AUM · August 2026
- BLUE MARBLE INVESTMENTS, LLCCRD 141354 · SANTA BARBARA, CA$205,057,533.00Regulatory AUM · August 2026
- BLUE MARLIN HOLDCO LLCCRD 313892 · BETHESDA, MD$52,655,931.00Regulatory AUM · August 2026
- BLUE MOON CAPITAL MANAGEMENT LLCCRD 311941 · BOSTON, MA$159,527,074.00Regulatory AUM · August 2026
- BLUE OCEAN INVESTMENT PARTNERS LIMITEDCRD 297769$7,710,477.00Regulatory AUM · August 2026
- BLUE OPAL CAPITAL, LLCCRD 315680 · NEW YORK, NY$498,505,088.00Regulatory AUM · August 2026
- BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLCCRD 334213 · NEW YORK, NY$1,596,401,778.00Regulatory AUM · August 2026
- BLUE OWL CREDIT ADVISORS LLCCRD 282575 · NEW YORK, NY$64,861,420,042.00Regulatory AUM · August 2026
- BLUE OWL CREDIT PRIVATE FUND ADVISORS LLCCRD 297506 · NEW YORK, NY$46,059,263,057.00Regulatory AUM · August 2026
- BLUE OWL DIGITAL INFRASTRUCTURE TRUST ADVISORS LLCCRD 337770 · CHICAGO, IL$4,424,591,000.00Regulatory AUM · August 2026
- BLUE OWL GPSC ADVISORS LLCCRD 293945 · NEW YORK, NY$94,651,910,823.00Regulatory AUM · August 2026
- BLUE OWL INSURANCE ADVISORS LLCCRD 331318 · NEW YORK, NY$25,844,949,971.00Regulatory AUM · August 2026
- BLUE OWL REAL ASSETS ADVISORS LLCCRD 336832 · CHICAGO, ILNot availableRegulatory AUM · August 2026
- BLUE OWL REAL ESTATE CAPITAL LLCCRD 165132 · CHICAGO, IL$67,880,998,718.00Regulatory AUM · August 2026
- BLUE OWL STRATEGIC EQUITY ADVISORS LLCCRD 325958 · NEW YORK, NY$613,886,404.00Regulatory AUM · August 2026
- BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLCCRD 316821 · NEW YORK, NY$6,947,724,344.00Regulatory AUM · August 2026
- BLUE OWL TECHNOLOGY CREDIT ADVISORS LLCCRD 297497 · NEW YORK, NY$16,098,930,868.00Regulatory AUM · August 2026
- BLUE POINT CAPITAL PARTNERS LLCCRD 157031 · CLEVELAND, OH$1,443,290,000.00Regulatory AUM · August 2026
- BLUE POINT FINANCIAL, INC.CRD 299688 · SCARBOROUGH, ME$152,671,667.00Regulatory AUM · August 2026
- BLUE ROAD MANAGEMENT, L.P.CRD 169845 · NEW YORK, NY$2,043,601,649.00Regulatory AUM · August 2026
- BLUE SAGE SERVICES, L.P.CRD 297282 · AUSTIN, TX$1,255,383,524.00Regulatory AUM · August 2026
- BLUE SEA CAPITAL LLCCRD 169023 · WEST PALM BEACH, FL$1,650,666,478.00Regulatory AUM · August 2026
- BLUE SKY ASSET MANAGEMENT, LLCCRD 167686 · ENGLEWOOD, CO$98,569,414.00Regulatory AUM · August 2026
- BLUE SKY CAPITAL CONSULTANTS GROUP, INC.CRD 329575 · POWAY, CA$306,337,273.00Regulatory AUM · August 2026
- BLUE SKY INVESTMENT PARTNERS, INC.CRD 145318 · EVANSTON, IL$118,017,737.00Regulatory AUM · August 2026
- BLUE SKY WEALTH PARTNERS, LLCCRD 315110$5,871,822.00Regulatory AUM · August 2026
- BLUE SPARK CAPITAL ADVISORS LLCCRD 159025 · NEW YORK, NY$242,792,792.00Regulatory AUM · August 2026
- BLUE SQUARE ASSET MANAGEMENT, LLCCRD 296802 · NEW YORK, NY$410,261,389.00Regulatory AUM · August 2026
- BLUE STAR WEALTH MANAGEMENT LLCCRD 337253 · LAKE MARY, FL$134,000,000.00Regulatory AUM · August 2026
- BLUE SUMMIT FINANCIAL GROUP, INC.CRD 148782 · SAN DIEGO, CA$211,359,841.00Regulatory AUM · August 2026
- $2,113,973,215.00Regulatory AUM · August 2026
- BLUE TORCH CAPITAL LPCRD 288110 · NEW YORK, NY$8,557,577,688.00Regulatory AUM · August 2026
- BLUE VISTA CAPITAL, LLCCRD 127001 · CHICAGO, IL$1,889,498,840.00Regulatory AUM · August 2026
- BLUE WATER ADVISORS LPCRD 288923 · BOCA RATON, FL$927,895,144.00Regulatory AUM · August 2026
- BLUE WATER ASSET MANAGEMENT, LLCCRD 175362 · GRAND RAPIDS, MI$428,466,781.00Regulatory AUM · August 2026
- BLUE WATER CAPITAL MANAGEMENT, LLCCRD 127193 · APEX, NC$159,771,944.00Regulatory AUM · August 2026
- BLUE WATER LIFE SCIENCE ADVISORS, LPCRD 306450$192,567,673.00Regulatory AUM · August 2026
- BLUE WATER WEALTH, INC.CRD 164432 · PORTLAND, OR$472,802,960.00Regulatory AUM · August 2026
- BLUE WEALTH INC.CRD 330324 · CHARLOTTE, NC$145,146,348.00Regulatory AUM · August 2026
- BLUE WOLF CAPITAL PARTNERS LLCCRD 162475 · NEW YORK, NY$4,121,188,259.00Regulatory AUM · August 2026
- BLUE ZONE WEALTH ADVISORS, LLCCRD 305943 · LOS ANGELES, CA$769,963,287.00Regulatory AUM · August 2026
- BLUE3 INVESTMENTS LLCCRD 334953Not availableRegulatory AUM · August 2026
- BLUEARC CAPITAL MANAGEMENT, LLCCRD 167233 · ATLANTA, GA$2,443,849,185.00Regulatory AUM · August 2026
- BLUEBIRD WEALTH MANAGEMENT LLCCRD 293420 · MEDFIELD, MA$154,021,423.00Regulatory AUM · August 2026
- BLUECHIP WEALTH ADVISORS LLCCRD 150008 · MILTON, GA$666,399,638.00Regulatory AUM · August 2026
- BLUEDOOR PRIVATE WEALTH, LLCCRD 301907 · BEVERLY, MA$337,266,388.00Regulatory AUM · August 2026
- BLUEHEELCRD 331771 · DALLAS, TX$192,322,986.00Regulatory AUM · August 2026
- BLUELINE ADVISORS LLCCRD 164642 · EXETER, NH$247,237,600.00Regulatory AUM · August 2026
- BLUELINE CAPITAL MANAGEMENT, LLCCRD 338340 · SAN FRANCISCO, CA$240,437,028.00Regulatory AUM · August 2026
- BLUELIST PARTNERS, LLCCRD 304568 · OCCOQUAN, VA$134,254,891.00Regulatory AUM · August 2026
- BLUEMOUNTAIN FUJI MANAGEMENT, LLCCRD 286502 · NEW YORK, NY$1,199,300,937.00Regulatory AUM · August 2026
- BLUEPRINT CAPITAL ADVISORS LLCCRD 282327 · SHORT HILLS, NJ$1,790,019,000.00Regulatory AUM · August 2026
- BLUEPRINT FINANCIAL ADVISORS LLCCRD 315570 · CHARLOTTE, NC$1,413,379,200.00Regulatory AUM · August 2026
- BLUEPRINT FUND MANAGEMENT LLCCRD 306419 · GREENSBORO, NC$340,457,862.00Regulatory AUM · August 2026
- BLUEPRINT INVESTING LLCCRD 151422 · SAN FRANCISCO, CA$436,337,658.00Regulatory AUM · August 2026
- BLUEPRINT INVESTMENT PARTNERS LLCCRD 170196 · GREENSBORO, NC$1,778,629,213.00Regulatory AUM · August 2026
- BLUEPRINT LOCAL LLCCRD 312944$253,322,843.00Regulatory AUM · August 2026
- BLUEPRINT PARTNERS LLCCRD 312902 · TRAVERSE CITY, MI$292,909,441.00Regulatory AUM · August 2026
- BLUEPRINT WEALTH MANAGEMENT ADVISORS LLCCRD 166264$138,431,859.00Regulatory AUM · August 2026
- BLUEPRINT WEALTH MANAGEMENT INC.CRD 325099 · ELLICOTT CITY, MD$190,000,000.00Regulatory AUM · August 2026
- BLUEPRINT WEALTH MANAGEMENT, LLCCRD 169997 · THE VILLAGES, FL$145,725,885.00Regulatory AUM · August 2026
- BLUEROCK CREDIT FUND ADVISOR, LLCCRD 291770 · NEW YORK, NY$189,091,888.00Regulatory AUM · August 2026