All investment adviser firms · Page 24
Alphabetical firm directory from the selected SEC monthly adviser snapshots.
17,094 firms · Source months shown: July 2026 and August 2026
- BLUEROCK FUND ADVISOR, LLCCRD 165015 · NEW YORK, NY$3,457,809,798.00Regulatory AUM · August 2026
- BLUESCAPE ENERGY PARTNERS LLCCRD 283812 · DALLAS, TX$890,431,488.00Regulatory AUM · August 2026
- BLUESHIFT ASSET MANAGEMENT, LLCCRD 290637 · RED BANK, NJ$694,368,155.00Regulatory AUM · August 2026
- BLUESKY WEALTH ADVISORS, LLCCRD 116760 · NEW BERN, NC$1,004,497,065.00Regulatory AUM · August 2026
- BLUESPHERE ADVISORS LLCCRD 283972 · EAST NORRITON, PA$506,221,339.00Regulatory AUM · August 2026
- BLUESPRING WEALTH MANAGEMENT, LLCCRD 152667 · AUSTIN, TX$5,430,907,207.00Regulatory AUM · August 2026
- BLUESPRUCE INVESTMENTS, LPCRD 167311 · CHICAGO, IL$4,454,268,000.00Regulatory AUM · August 2026
- BLUESTEM ASSET MANAGEMENT, LLCCRD 158330 · CHARLOTTESVILLE, VA$1,291,147,632.00Regulatory AUM · August 2026
- BLUESTEM FINANCIAL ADVISORS, LLCCRD 158418 · SAVOY, IL$358,198,984.00Regulatory AUM · August 2026
- BLUESTEM WEALTH PARTNERS, LLCCRD 324489 · MINNETONKA, MN$1,120,000,000.00Regulatory AUM · August 2026
- BLUESTONE CAPITAL MANAGEMENT, LLCCRD 157841 · WAYNE, PA$390,099,951.00Regulatory AUM · August 2026
- BLUESTONE EQUITY PARTNERS, L.P.CRD 323332 · NEW YORK, NY$439,942,030.00Regulatory AUM · August 2026
- BLUESTONE FINANCIAL ADVISORS, LLCCRD 146946 · BETHESDA, MD$207,283,310.00Regulatory AUM · August 2026
- BLUESTONE INVESTMENT MANAGER, LLCCRD 296820 · MCLEAN, VA$144,811,707.00Regulatory AUM · August 2026
- BLUESTONE PRIVATE WEALTH, LLCCRD 326055 · CLEVELAND, OH$190,410,134.00Regulatory AUM · August 2026
- BLUESTONE WEALTH MANAGEMENT LLCCRD 137959 · KEENE, NH$272,940,969.00Regulatory AUM · August 2026
- BLUEVINE ADVISORY LLCCRD 326599 · JERSEY CITY, NJ$8,939,800.00Regulatory AUM · August 2026
- BLUEWATER WEALTH ADVISORS, LLCCRD 330078 · VESTAVIA HILLS, AL$145,781,465.00Regulatory AUM · August 2026
- BLUHAUS CAPITAL MANAGEMENT LLCCRD 323884 · GUAYNABO, PR$230,812,513.00Regulatory AUM · August 2026
- BLUM FINANCIAL, LPCRD 149134 · RICHARDSON, TX$208,600,000.00Regulatory AUM · August 2026
- BLUME CAPITAL MANAGEMENT, INC.CRD 111768 · BERKELEY, CA$856,631,801.00Regulatory AUM · August 2026
- BLUUM INVEST LLCCRD 340474 · LOS ANGELES, CANot availableRegulatory AUM · August 2026
- BLVD PRIVATE WEALTH, LLCCRD 310682 · PROSPECT, KY$220,351,220.00Regulatory AUM · August 2026
- BMB ADVISERS LLCCRD 118410 · LOS ANGELES, CA$655,752,715.00Regulatory AUM · August 2026
- BMO ASSET MANAGEMENT CORP.CRD 106466 · CHICAGO, IL$6,176,443,433.00Regulatory AUM · August 2026
- BMO FAMILY OFFICE, LLCCRD 110264 · CHICAGO, IL$9,989,953,619.00Regulatory AUM · August 2026
- BMO NESBITT BURNS SECURITIES LTD.CRD 281337$1,197,584,310.00Regulatory AUM · August 2026
- BMO PRIVATE INVESTMENT COUNSEL INC.CRD 160344$40,180,083,812.00Regulatory AUM · August 2026
- BMSS WESSON WEALTH SOLUTIONS, LLCCRD 282792 · BIRMINGHAM, AL$703,950,154.00Regulatory AUM · August 2026
- BNA WEALTH, INC.CRD 39326 · ROCK HILL, SC$619,754,403.00Regulatory AUM · August 2026
- BNB WEALTH MANAGEMENT, LLCCRD 107702 · SILVER SPRING, MD$264,600,000.00Regulatory AUM · August 2026
- BNC WEALTH MANAGEMENT, LLCCRD 306483 · BEAVERTON, OR$847,493,995.00Regulatory AUM · August 2026
- BNP PARIBAS ASSET MANAGEMENT USA, INC.CRD 105455 · NEW YORK, NY$48,436,178,147.00Regulatory AUM · July 2026
- BNY MELLON ADVISORS, INC.CRD 106108 · NEW YORK, NY$33,478,488,988.00Regulatory AUM · August 2026
- BNY MELLON ETF INVESTMENT ADVISER, LLCCRD 306148 · BOSTON, MA$11,095,609,290.00Regulatory AUM · August 2026
- BNY MELLON INVESTMENT ADVISER, INC.CRD 105642 · NEW YORK, NY$419,461,366,421.00Regulatory AUM · August 2026
- BNY MELLON SECURITIES CORPORATIONCRD 231 · NEW YORK, NY$8,448,676,677.00Regulatory AUM · August 2026
- BOARDMAN BAY CAPITAL MANAGEMENT LLCCRD 164577 · NEW YORK, NY$518,389,654.00Regulatory AUM · August 2026
- BOARDWALK FINANCIAL STRATEGIES LLCCRD 165048 · HARTLAND, WI$197,600,000.00Regulatory AUM · August 2026
- BOCA WEALTH ADVISORS, LLCCRD 108038 · BOCA RATON, FL$378,570,000.00Regulatory AUM · August 2026
- BOERUM HILL FINANCIAL ADVISORS LLCCRD 288987 · BROOKLYN, NY$46,384,647.00Regulatory AUM · August 2026
- BOFA SECURITIES, INC.CRD 283942 · NEW YORK, NYNot availableRegulatory AUM · August 2026
- BOGART WEALTH, LLCCRD 283886 · MCLEAN, VA$3,190,530,230.00Regulatory AUM · August 2026
- BOK FINANCIAL PRIVATE WEALTH, INC.CRD 106733 · DENVER, CO$3,721,645,853.00Regulatory AUM · August 2026
- BOK FINANCIAL SECURITIES, INC.CRD 17530 · TULSA, OK$1,058,021,768.00Regulatory AUM · August 2026
- BOLDHAVEN MANAGEMENT LLPCRD 304300$1,972,043,230.00Regulatory AUM · August 2026
- BOLTHOUSE INVESTMENTS, LLCCRD 148531 · BAKERSFIELD, CA$631,243,365.00Regulatory AUM · August 2026
- BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC.CRD 104684 · TOWSON, MD$249,134,519.00Regulatory AUM · August 2026
- BOLTON SECURITIES CORPCRD 129376 · BOLTON, MA$8,275,512,495.00Regulatory AUM · August 2026
- BOLTWOOD CAPITAL MANAGEMENTCRD 110293 · WALNUT CREEK, CA$502,513,220.00Regulatory AUM · August 2026
- BONA FIDE WEALTH, LLCCRD 330982$144,155,656.00Regulatory AUM · August 2026
- BONACCORD CAPITAL ADVISORS LLCCRD 316716 · NEW YORK, NY$4,189,964,383.00Regulatory AUM · August 2026
- BONAVENTURE CAPITAL, LLCCRD 120780 · BIRMINGHAM, AL$493,807,320.00Regulatory AUM · August 2026
- BOND & DEVICK FINANCIAL NETWORK, INC.CRD 283682 · SAINT LOUIS PARK, MN$705,527,786.00Regulatory AUM · August 2026
- BOND TECH INCCRD 105979 · BELLBROOK, OH$221,594,676.00Regulatory AUM · August 2026
- BONDBLOXX INVESTMENT MANAGEMENT CORPORATIONCRD 317318 · LARKSPUR, CA$7,239,268,024.00Regulatory AUM · August 2026
- BONDURANT INVESTMENT ADVISORY, LLCCRD 297290 · EVANSTON, IL$111,082,039.00Regulatory AUM · August 2026
- BONE FIDE WEALTH, LLCCRD 301066 · NEW YORK, NY$126,749,760.00Regulatory AUM · August 2026
- BONFIRE FINANCIAL, LLCCRD 288522 · COLORADO SPRINGS, CO$233,998,032.00Regulatory AUM · August 2026
- BONNER & SMITH, LLCCRD 114287 · LUBBOCK, TX$314,766,006.00Regulatory AUM · August 2026
- BONNIE WUSZ & ASSOCIATES, INC.CRD 116471 · ORANGE, CA$692,790,049.00Regulatory AUM · August 2026
- BONTEMPO OHLY CAPITAL MANAGEMENT, LLCCRD 132804 · BETHESDA, MD$405,718,205.00Regulatory AUM · August 2026
- BOOMFISH WEALTH GROUP, LLCCRD 159201 · ALPHARETTA, GA$214,395,945.00Regulatory AUM · August 2026
- BOON CAPITAL ADVISORS LLCCRD 174016 · NORTHBROOK, IL$185,021,132.00Regulatory AUM · August 2026
- BOON INVESTMENT GROUP, INC.CRD 150102 · AUSTIN, TXNot availableRegulatory AUM · August 2026
- BOONE CAPITAL MANAGEMENT LLCCRD 316230 · ATLANTA, GA$963,168,000.00Regulatory AUM · August 2026
- BOONE WEALTH ADVISORS, LLCCRD 116682 · BELLEVUE, WA$506,779,239.00Regulatory AUM · August 2026
- BOOSTER ASSET MANAGEMENT, LLCCRD 330362 · WHEATON, IL$346,051,270.00Regulatory AUM · August 2026
- BOOSTER, LLCCRD 314629 · BALTIMORE, MD$229,287,257.00Regulatory AUM · August 2026
- BOOTHBAY FUND MANAGEMENT, LLCCRD 163706 · NEW YORK, NY$17,985,924,508.00Regulatory AUM · August 2026
- BOOTHE INVESTMENT GROUP, INC.CRD 291437 · DOVER, DE$369,314,218.00Regulatory AUM · August 2026
- BORABOND, LLCCRD 336456 · FRAMINGHAM, MA$83,085.00Regulatory AUM · August 2026
- BORDERLESS INVESTMENT ADVISORS LLCCRD 318077Not availableRegulatory AUM · August 2026
- BORDERLESS MANAGEMENT LLCCRD 323404 · CLERMONT, FL$345,355,760.00Regulatory AUM · August 2026
- BOREALIS STRATEGIC CAPITAL PARTNERS, LPCRD 300562 · CHICAGO, IL$440,417,000.00Regulatory AUM · August 2026
- BORER DENTON & ASSOCIATES, INC.CRD 135729 · BLUE BELL, PA$403,003,000.00Regulatory AUM · August 2026
- BORNITE CAPITAL MANAGEMENT LPCRD 307598 · NEW YORK, NY$1,447,300,240.00Regulatory AUM · August 2026
- BOS ASSET MANAGEMENT, LLCCRD 310632 · SPRINGFIELD, IL$933,176,944.00Regulatory AUM · August 2026
- $17,263,745,600.00Regulatory AUM · August 2026
- BOSMAN WEALTH MANAGEMENT, LLCCRD 290550 · REDLANDS, CA$140,080,363.00Regulatory AUM · August 2026
- BOSTON COMMON ASSET MANAGEMENT, LLCCRD 123558 · BOSTON, MA$4,171,137,148.00Regulatory AUM · August 2026
- BOSTON FAMILY ADVISORS LLCCRD 299060 · BOSTON, MA$329,727,932.00Regulatory AUM · August 2026
- BOSTON FAMILY OFFICE LLCCRD 107141 · BOSTON, MA$2,019,164,947.00Regulatory AUM · August 2026
- BOSTON MANAGEMENT AND RESEARCHCRD 104853 · BOSTON, MA$154,728,180,497.00Regulatory AUM · August 2026
- BOSTON PARTNERS GLOBAL INVESTORS, INC.CRD 124982 · BOSTON, MA$116,165,718,248.00Regulatory AUM · August 2026
- BOSTON PORTFOLIO ADVISERS, LLCCRD 172374 · BOSTON, MA$121,540,818.00Regulatory AUM · August 2026
- BOSTON RESEARCH AND MANAGEMENT, INC.CRD 107643 · MANCHESTER, MA$676,187,250.00Regulatory AUM · August 2026
- BOSTON STANDARD WEALTH MANAGEMENT, LLCCRD 156452 · WINCHESTER, MA$647,622,502.00Regulatory AUM · August 2026
- BOSTON TRUST WALDEN INC.CRD 111266 · BOSTON, MA$4,583,146,056.00Regulatory AUM · August 2026
- BOSTONPREMIER WEALTH, LLCCRD 282268 · HINGHAM, MA$525,185,587.00Regulatory AUM · August 2026
- BOSTWICK CAPITAL LLCCRD 162386 · LOCUST VALLEY, NY$245,429,146.00Regulatory AUM · August 2026
- BOUCHEY FINANCIAL GROUP LTDCRD 111824 · TROY, NY$1,606,520,371.00Regulatory AUM · August 2026
- BOULAY FINANCIAL ADVISORS, LLCCRD 111334 · EDEN PRAIRIE, MN$2,420,741,792.00Regulatory AUM · August 2026
- BOULDER WEALTH ADVISORS, LLCCRD 115069 · BOULDER, CO$337,921,423.00Regulatory AUM · August 2026
- BOULEVARD WEALTH MANAGEMENT, INC.CRD 164423 · BLOOMINGTON, MN$119,494,387.00Regulatory AUM · August 2026
- BOUNDARY CREEK ADVISORS LPCRD 300768$49,799,299.00Regulatory AUM · August 2026
- BOUNTIFUL INVESTMENT MANAGEMENT LLCCRD 281437 · RUMFORD, RI$160,517,879.00Regulatory AUM · August 2026
- BOURGEON CAPITAL MANAGEMENT LLCCRD 108054 · DARIEN, CT$1,277,800,000.00Regulatory AUM · August 2026
- BOURKE WEALTH MANAGEMENTCRD 297957 · SANTA BARBARA, CA$141,443,457.00Regulatory AUM · August 2026
- BOURNE LENT ASSET MANAGEMENT, INC.CRD 111114 · PAWLING, NY$343,920,884.00Regulatory AUM · August 2026