All investment adviser firms · Page 25
Alphabetical firm directory from the selected SEC monthly adviser snapshots.
17,094 firms · Source months shown: July 2026 and August 2026
- BOUSSARD & GAVAUDAN AMERICA LLCCRD 322621 · NEW YORK, NY$311,136,438.00Regulatory AUM · August 2026
- $3,679,090,444.00Regulatory AUM · July 2026
- BOUVEL INVESTMENT PARTNERS, LLCCRD 108436 · PHOENIXVILLE, PA$374,449,027.00Regulatory AUM · August 2026
- BOW RIVER ADVISERS, LLCCRD 325285 · DENVER, CO$1,161,615,423.00Regulatory AUM · August 2026
- BOW RIVER ASSET MANAGEMENT, LLCCRD 156765 · DENVER, CO$4,195,104,249.00Regulatory AUM · August 2026
- BOW STREET LLCCRD 158043 · NEW YORK, NY$884,690,141.00Regulatory AUM · August 2026
- BOW WAVE CAPITAL MANAGEMENT, LPCRD 305782 · NEW YORK, NY$1,892,547,020.00Regulatory AUM · August 2026
- BOWEN FINANCIAL SERVICES, LLCCRD 116714 · MIDLOTHIAN, VA$190,985,562.00Regulatory AUM · August 2026
- BOWEN, HANES & CO INCCRD 105153 · PONTE VEDRA BEACH, FL$4,620,087,082.00Regulatory AUM · August 2026
- BOWERS WEALTH MANAGEMENT, INC.CRD 145476 · GLENBROOK, NV$298,517,625.00Regulatory AUM · August 2026
- BOWIE CAPITAL MANAGEMENT, LLCCRD 171023 · RICHARDSON, TX$2,808,237,343.00Regulatory AUM · August 2026
- BOWSIDE CAPITAL, LLCCRD 170509 · CHARLESTON, SC$229,792,903.00Regulatory AUM · August 2026
- BOX FINANCIAL ADVISORS, LLCCRD 155623 · GRAPEVINE, TX$96,912,257.00Regulatory AUM · August 2026
- BOX HILL PRIVATE WEALTHCRD 322620$137,466,560.00Regulatory AUM · August 2026
- BOXER CAPITAL MANAGEMENT, LLCCRD 330106 · SAN DIEGO, CA$578,221,564.00Regulatory AUM · August 2026
- BOYAR ASSET MANAGEMENT INCCRD 105255 · NEW YORK, NY$228,201,061.00Regulatory AUM · August 2026
- BOYCE & ASSOCIATES WEALTH CONSULTING, INC.CRD 288157 · CEDAR PARK, TX$244,618,764.00Regulatory AUM · August 2026
- BOYD CAPITAL MANAGEMENT LLCCRD 312070 · ROCHESTER, NY$168,334,114.00Regulatory AUM · August 2026
- BOYD FINANCIAL STRATEGIES, INC.CRD 107505 · AUBURN, MA$139,591,676.00Regulatory AUM · August 2026
- BOYD WATTERSON ASSET MANAGEMENT, LLCCRD 107808 · CLEVELAND, OH$18,809,101,724.00Regulatory AUM · August 2026
- BOYD WEALTH MANAGEMENT, LLCCRD 293990 · SACRAMENTO, CA$409,801,993.00Regulatory AUM · August 2026
- BOYER FINANCIAL SERVICES, INC.CRD 331868 · NEWPORT BEACH, CA$167,043,756.00Regulatory AUM · August 2026
- BOYLE CAPITAL MANAGEMENT, L.L.C.CRD 132416 · WEST DES MOINES, IA$341,954,728.00Regulatory AUM · August 2026
- BOYNE CAPITAL MANAGEMENT, LLCCRD 285919 · MIAMI, FL$1,159,269,944.00Regulatory AUM · August 2026
- BOYUM WEALTH ARCHITECTS LLCCRD 161261 · BLOOMINGTON, MN$563,959,565.00Regulatory AUM · August 2026
- BP ASSET MANAGEMENT INC.CRD 328276 · CHARLOTTE, NC$155,286,000.00Regulatory AUM · August 2026
- BP CAPITAL ENERGY ADVISORS, LLCCRD 167087 · DALLAS, TX$537,243,695.00Regulatory AUM · August 2026
- BP CAPITAL FUND ADVISORS, LLCCRD 168476$20,000,000.00Regulatory AUM · August 2026
- BPBI LLCCRD 288133 · NEW YORK, NY$51,002,893.00Regulatory AUM · August 2026
- BPC ADVISORS LLCCRD 284429 · EAST SYRACUSE, NY$158,336,771.00Regulatory AUM · August 2026
- BPGC MANAGEMENT LPCRD 309916 · NEW YORK, NY$601,920,816.00Regulatory AUM · August 2026
- BPM WEALTH ADVISORS, LLCCRD 325909 · SAN FRANCISCO, CA$268,325,995.00Regulatory AUM · August 2026
- BPP WEALTH SOLUTIONS, LLCCRD 166962 · BASKING RIDGE, NJ$247,268,792.00Regulatory AUM · August 2026
- BPS CAPITAL MANAGEMENT, INC.CRD 120006 · BLOOMINGTON, MN$3,104,631,016.00Regulatory AUM · August 2026
- BPS WEALTH ADVISORS, INC.CRD 106249 · CANFIELD, OH$1,082,580,906.00Regulatory AUM · August 2026
- BQS FINANCIAL ADVISORS, LLCCRD 333795 · NEW YORK, NY$226,357,000.00Regulatory AUM · August 2026
- BR CAPITAL ADVISORS LLCCRD 310003 · CORAL GABLES, FL$568,448,136.00Regulatory AUM · August 2026
- BRACCO ASSET MANAGEMENT, LPCRD 326536 · PURCHASE, NY$446,023,004.00Regulatory AUM · August 2026
- BRACEBRIDGE CAPITAL, LLCCRD 158343 · BOSTON, MA$100,349,501,374.00Regulatory AUM · August 2026
- BRACKENWOOD CAPITAL MANAGEMENT, LLCCRD 135478 · BAINBRIDGE ISLAND, WA$126,631,575.00Regulatory AUM · August 2026
- BRACKET VENTURES MANAGEMENT, LLCCRD 291692 · WEST HOLLYWOOD, CA$2,569,359,728.00Regulatory AUM · August 2026
- BRADESCO GLOBAL ADVISORS INC.CRD 134416 · CORAL GABLES, FL$181,543,478.00Regulatory AUM · August 2026
- BRADFORD FINANCIAL CENTERCRD 110953 · CLARION, IA$229,709,395.00Regulatory AUM · August 2026
- BRADFORD FINANCIAL SERVICES CORPCRD 133220$261,856,990.00Regulatory AUM · August 2026
- $252,039,818.00Regulatory AUM · August 2026
- BRADLEY FOSTER & SARGENT INCCRD 106928 · HARTFORD, CT$9,072,939,203.00Regulatory AUM · August 2026
- BRADLEY WEALTH LLCCRD 131808 · SCOTTSDALE, AZ$196,723,672.00Regulatory AUM · August 2026
- BRADY FAMILY WEALTH, LLCCRD 315635 · SAINT LOUIS, MO$312,717,507.00Regulatory AUM · August 2026
- BRADY MARTZ WEALTH SOLUTIONS, LLCCRD 331043 · GRAND FORKS, ND$795,298,629.00Regulatory AUM · August 2026
- BRADYCO, INC.CRD 127204$176,744,534.00Regulatory AUM · August 2026
- BRAEBURN WEALTH MANAGEMENT, LLCCRD 158007 · MUSKEGON, MI$259,354,439.00Regulatory AUM · August 2026
- BRAEMONT CAPITAL MANAGEMENT LLCCRD 314704 · DALLAS, TX$913,043,888.00Regulatory AUM · August 2026
- BRAESIDE INVESTMENTS, LLCCRD 131184 · DALLAS, TX$139,434,392.00Regulatory AUM · August 2026
- BRAESWOOD CARBON MANAGEMENT, LLCCRD 311686 · SAN FRANCISCO, CA$387,316,785.00Regulatory AUM · August 2026
- BRAGG FINANCIAL ADVISORS INCCRD 108780 · CHARLOTTE, NC$4,671,122,824.00Regulatory AUM · August 2026
- BRAHMA MANAGEMENT LLCCRD 146254$243,589,598.00Regulatory AUM · August 2026
- BRAIDWELL LPCRD 316988 · STAMFORD, CT$4,984,953,442.00Regulatory AUM · August 2026
- BRAINVEST WEALTH MANAGEMENT LLCCRD 289743 · MIAMI, FL$690,945,172.00Regulatory AUM · August 2026
- BRAMSHILL INVESTMENTS, LLCCRD 162492 · NAPLES, FL$8,144,494,882.00Regulatory AUM · August 2026
- BRAND ASSET MANAGEMENT GROUP, INC.CRD 106162 · CHESTERFIELD, MO$1,174,395,273.00Regulatory AUM · August 2026
- BRANDES INVESTMENT PARTNERS, LPCRD 105404 · LA JOLLA, CA$40,646,678,109.00Regulatory AUM · August 2026
- BRANDON FINANCIAL PLANNING, INC.CRD 110267 · MEMPHIS, TN$434,931,410.00Regulatory AUM · August 2026
- BRANDON HILL WEALTH MANAGEMENT, LLCCRD 315778$48,388,343.00Regulatory AUM · August 2026
- BRANDYWINE ASSET MANAGEMENT, INCCRD 307564 · THORNTON, PA$156,000,000.00Regulatory AUM · August 2026
- BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLCCRD 110783 · PHILADELPHIA, PA$65,444,378,166.00Regulatory AUM · August 2026
- BRANDYWINE MANAGERS, LLCCRD 137388 · HOCKESSIN, DE$13,965,628,000.00Regulatory AUM · August 2026
- BRANDYWINE OAK PRIVATE WEALTH LLCCRD 297021 · KENNETT SQUARE, PA$1,571,774,383.00Regulatory AUM · August 2026
- BRANSON FOWLKES & CO INCCRD 107657 · HOUSTON, TX$439,389,039.00Regulatory AUM · August 2026
- BRANSON FOWLKES RUSSELL INCCRD 107656 · HOUSTON, TX$1,619,079.00Regulatory AUM · August 2026
- BRANSON FRANK A INCCRD 110451 · PALO ALTO, CA$223,208,345.00Regulatory AUM · August 2026
- BRANT POINT INVESTMENT MANAGEMENT LLCCRD 157572 · NEW YORK, NY$453,296,874.00Regulatory AUM · August 2026
- BRANZAN INVESTMENT ADVISORS, INC.CRD 120783 · LITTLETON, CO$114,761,548.00Regulatory AUM · August 2026
- BRASA CAPITAL MANAGEMENT, LPCRD 316265 · LOS ANGELES, CA$1,368,990,024.00Regulatory AUM · August 2026
- BRASADA CAPITAL MANAGEMENT, LPCRD 147775 · HOUSTON, TX$679,092,660.00Regulatory AUM · August 2026
- BRASIL PLURAL INVESTMENT ADVISOR LLCCRD 288563 · MIAMI, FL$201,621,881.00Regulatory AUM · August 2026
- BRAUN-BOSTICH & ASSOCIATES INC.CRD 288336 · CANONSBURG, PA$249,638,585.00Regulatory AUM · August 2026
- BRAVE ASSET MANAGEMENT, INC.CRD 108512 · SUMMIT, NJ$624,289,774.00Regulatory AUM · August 2026
- BRAVE EAGLE WEALTH MANAGEMENT, LLCCRD 283307 · NEW YORK, NY$101,000,000.00Regulatory AUM · August 2026
- BRAVE WARRIOR ADVISORS, LLCCRD 108894 · NEW YORK, NY$5,638,637,189.00Regulatory AUM · August 2026
- BRAVIAS CAPITAL GROUP, LLCCRD 289589 · ISELIN, NJ$212,025,113.00Regulatory AUM · August 2026
- BRAZOS CAPITAL, LLCCRD 289749 · AUSTIN, TX$102,528,960.00Regulatory AUM · August 2026
- BRAZOS WEALTH ADVISORS LLCCRD 323508 · FORT WORTH, TX$183,697,357.00Regulatory AUM · August 2026
- BREACH INLET CAPITAL MANAGEMENT, LLCCRD 282056 · MT. PLEASANT, SC$227,650,975.00Regulatory AUM · August 2026
- BREACHER CAPITAL ADVISORS, LLCCRD 307943 · STAMFORD, CT$7,500,000.00Regulatory AUM · August 2026
- BREACHWAY INVESTMENTS, LLCCRD 299102 · CHARLESTOWN, RI$164,902,821.00Regulatory AUM · August 2026
- BREAKAWAY INDEPENDENT ADVISORS, LLCCRD 340675 · SAN DIEGO, CA$3,296,154.00Regulatory AUM · August 2026
- BREAKOUT CAPITAL PARTNERS LPCRD 321224 · NEW YORK, NY$1,198,802,599.00Regulatory AUM · August 2026
- BREAKTHROUGH SERVICES, L.L.C.CRD 309668 · LOS ANGELES, CA$2,692,663,456.00Regulatory AUM · August 2026
- BREAKTHRU ADVISORY SERVICES, LLCCRD 332173 · MUSKEGO, WI$125,740,000.00Regulatory AUM · August 2026
- BREAKWALL INVESTMENT ADVISOR LLCCRD 328990 · PORT WASHINGTON, NY$3,520,731,351.00Regulatory AUM · August 2026
- BREAKWATER CAPITAL GROUPCRD 321097 · PARAMUS, NJ$1,019,176,972.00Regulatory AUM · August 2026
- BREAKWATER CAPITAL, LLCCRD 172498 · KALAMAZOO, MI$156,644,142.00Regulatory AUM · August 2026
- BREAKWATER FINANCIAL, LLCCRD 282401 · NEEDHAM, MA$127,853,636.00Regulatory AUM · August 2026
- BREAKWATER INVESTMENT MANAGEMENT, LLCCRD 150841 · SEATTLE, WA$302,726,806.00Regulatory AUM · August 2026
- BRECKINRIDGE CAPITAL ADVISORS INCCRD 107143 · BOSTON, MA$54,279,265,206.00Regulatory AUM · August 2026
- BREEN WEALTH MANAGEMENT, LLCCRD 286513 · PETALUMA, CA$318,842,453.00Regulatory AUM · August 2026
- BREGAL INVESTMENTS, INC.CRD 285006 · NEW YORK, NY$27,547,553,868.00Regulatory AUM · August 2026
- BREITER WEALTH MANAGEMENT, LLCCRD 342447Not availableRegulatory AUM · August 2026
- BRENDAN WOOD TOPGUN PARTNERSHIPS INC.CRD 327874$19,578,300.00Regulatory AUM · August 2026
- BRENDEL FINANCIAL ADVISORS LLCCRD 288927 · HANOVER, NH$260,157,732.00Regulatory AUM · August 2026