All investment adviser firms · Page 26
Alphabetical firm directory from the selected SEC monthly adviser snapshots.
17,094 firms · Source months shown: August 2026
- BRENT FORREST & ASSOCIATES, L.L.C.CRD 126266 · SAN ANTONIO, TX$657,087,013.00Regulatory AUM · August 2026
- BRENTVIEW INVESTMENT MANAGEMENT, LLCCRD 300409 · NORTHFIELD, IL$233,434,428.00Regulatory AUM · August 2026
- BRENTWOOD PRIVATE EQUITY, LLCCRD 156558 · LOS ANGELES, CA$3,972,047,708.00Regulatory AUM · August 2026
- BRETT JOSEY WEALTH MANAGEMENT LLCCRD 107870$142,609,391.00Regulatory AUM · August 2026
- BRETTON CAPITAL MANAGEMENT LLCCRD 154344 · SAN FRANCISCO, CA$122,833,639.00Regulatory AUM · August 2026
- BREVAN HOWARD US INVESTMENT MANAGEMENT LPCRD 164537 · NEW YORK, NY$34,393,420,451.00Regulatory AUM · August 2026
- BREVET CAPITAL MANAGEMENT, LLCCRD 151672 · NEW YORK, NY$2,565,970,364.00Regulatory AUM · August 2026
- BREWSTER FINANCIAL PLANNING LLCCRD 125291 · BROOKLYN, NY$239,734,631.00Regulatory AUM · August 2026
- BRIA CAPITAL GROUP, LLCCRD 175258 · WESLEY CHAPEL, FL$155,129,219.00Regulatory AUM · August 2026
- BRIAN D. LOWDER, INC.CRD 105972 · SAN DIEGO, CA$388,077,258.00Regulatory AUM · August 2026
- BRIAN JOYCE, LLCCRD 286233$118,500,000.00Regulatory AUM · August 2026
- BRIAN LOW FINANCIAL GROUP, LLCCRD 306346 · BATON ROUGE, LA$239,345,026.00Regulatory AUM · August 2026
- BRIARWOOD CHASE MANAGEMENT LLCCRD 170245 · NEW YORK, NY$1,373,473,556.00Regulatory AUM · August 2026
- BRIAUD FINANCIAL PLANNING INCCRD 105638 · COLLEGE STATION, TX$912,788,383.00Regulatory AUM · August 2026
- BRICK & KYLE ASSOCIATES INCCRD 107771 · NEWTOWN, PA$491,727,277.00Regulatory AUM · August 2026
- BRICK CAPITAL MANAGEMENT INCCRD 107600 · EAST LANSING, MI$2,836,000,000.00Regulatory AUM · August 2026
- BRICKELL KEY ASSET MANAGEMENT LIMITEDCRD 170675$119,925,775.00Regulatory AUM · August 2026
- BRICKELL KEY ASSET MANAGEMENT LLCCRD 295209 · CHARLESTON, SC$119,925,775.00Regulatory AUM · August 2026
- BRICKLEY WEALTH MANAGEMENTCRD 287487 · SAN MATEO, CA$950,083,465.00Regulatory AUM · August 2026
- BRICKTOWN CAPITAL LLCCRD 319290 · DETROIT, MI$11,665,266,540.00Regulatory AUM · August 2026
- BRICKWOOD ASSET MANAGEMENT LLPCRD 332687$1,913,810,556.00Regulatory AUM · August 2026
- BRIDGE CAPITAL ADVISORSCRD 317554 · HOUSTON, TX$687,300,503.00Regulatory AUM · August 2026
- BRIDGE CITY CAPITAL, LLCCRD 148828 · LAKE OSWEGO, OR$354,734,297.00Regulatory AUM · August 2026
- BRIDGE FINANCIAL PLANNING, LLCCRD 174840$100,427,537.00Regulatory AUM · August 2026
- BRIDGE GENERATIONS WEALTH MANAGEMENT LLCCRD 331683 · SOUTH MIAMI, FL$259,800,631.00Regulatory AUM · August 2026
- BRIDGE GROWTH PARTNERS, LLCCRD 168682 · NEW YORK, NY$406,956,389.00Regulatory AUM · August 2026
- BRIDGE MULTIFAMILY FUND MANAGER LLCCRD 159127 · SANDY, UT$49,296,124,613.00Regulatory AUM · August 2026
- BRIDGE NET LEASE FUND MANAGER LLCCRD 316623 · SANDY, UT$843,281,719.00Regulatory AUM · August 2026
- BRIDGE33 INVESTMENT MANAGEMENT LLCCRD 305580 · SEATTLE, WA$1,075,660,850.00Regulatory AUM · August 2026
- BRIDGEBAY FINANCIAL, INC.CRD 130279 · SAN RAMON, CANot availableRegulatory AUM · August 2026
- BRIDGECREEK FINANCIAL GROUP, LLCCRD 340683 · TULSA, OK$649,946,000.00Regulatory AUM · August 2026
- BRIDGEFRONT CAPITAL, LLCCRD 291949 · AUSTIN, TX$488,453,521.00Regulatory AUM · August 2026
- BRIDGEINVEST LLCCRD 307343 · MIAMI, FL$858,619,075.00Regulatory AUM · August 2026
- BRIDGELIGHT CAPITAL LLCCRD 154920 · SCOTTSDALE, AZ$136,364,716.00Regulatory AUM · August 2026
- BRIDGELIGHT FINANCIAL ADVISORS, INCCRD 139518 · SHELTON, CT$150,777,009.00Regulatory AUM · August 2026
- BRIDGEPOINT LLCCRD 322260 · NEW YORK, NY$24,181,475,837.00Regulatory AUM · August 2026
- BRIDGEPORT FINANCIAL SOLUTIONS LLCCRD 325485 · PHOENIX, AZ$1,046,399,893.00Regulatory AUM · August 2026
- BRIDGEPORT MANAGEMENT COMPANY LLCCRD 322871 · NEW YORK, NY$372,805,010.00Regulatory AUM · August 2026
- BRIDGER INVESTMENT PARTNERS LLCCRD 323251 · NEW YORK, NY$920,220,591.00Regulatory AUM · August 2026
- BRIDGER MANAGEMENT LLCCRD 160738 · NEW YORK, NY$485,241,877.00Regulatory AUM · August 2026
- BRIDGES CAPITAL LLCCRD 297718 · FORT LAUDERDALE, FL$251,632,877.00Regulatory AUM · August 2026
- BRIDGES INVESTMENT MANAGEMENT INCCRD 108028 · OMAHA, NE$11,307,553,900.00Regulatory AUM · August 2026
- BRIDGEVIEW CAPITAL ADVISORS, INC.CRD 6290 · EL DORADO HILLS, CA$114,131,548.00Regulatory AUM · August 2026
- BRIDGEWATER ADVISORS INC.CRD 109826 · NEW YORK, NY$2,566,369,842.00Regulatory AUM · August 2026
- BRIDGEWATER ASSET MANAGEMENT LLCCRD 169832 · CHESTERFIELD, MO$350,522,704.00Regulatory AUM · August 2026
- BRIDGEWATER ASSOCIATES, LPCRD 105129 · WESTPORT, CT$150,159,985,476.00Regulatory AUM · August 2026
- BRIDGEWAY CAPITAL MANAGEMENT, LLCCRD 111441 · HOUSTON, TX$4,251,702,444.00Regulatory AUM · August 2026
- BRIDGEWAY WEALTH MANAGEMENT, LLCCRD 326547 · CEDAR RAPIDS, IA$164,608,704.00Regulatory AUM · August 2026
- BRIDGEWEALTH ADVISORY GROUP, LLCCRD 293514 · FRESNO, CA$868,922,370.00Regulatory AUM · August 2026
- BRIGADE CAPITAL MANAGEMENT, LPCRD 144078 · NEW YORK, NY$33,022,145,666.00Regulatory AUM · August 2026
- BRIGADE CAPITAL UK LLPCRD 173947$31,346,628,135.00Regulatory AUM · August 2026
- BRIGGS WEALTH MANAGEMENT, INC.CRD 125518 · GLASTONBURY, CT$362,026,338.00Regulatory AUM · August 2026
- BRIGHAM MANAGEMENT, LLCCRD 300627 · AUSTIN, TX$1,011,059,798.00Regulatory AUM · August 2026
- BRIGHAM ROYALTIES MANAGEMENT, LLCCRD 333329 · AUSTIN, TX$445,632,313.00Regulatory AUM · August 2026
- BRIGHT ADVISORS, LLCCRD 338693 · GREENWOOD VILLAGE, CO$128,231,307.00Regulatory AUM · August 2026
- BRIGHT ANGEL ADVISORS LLCCRD 311704 · ST. PAUL, MN$224,115,580.00Regulatory AUM · August 2026
- BRIGHT FINANCIAL ADVISORS, INC.CRD 107931 · PORTAGE, MI$725,469,127.00Regulatory AUM · August 2026
- BRIGHT FUTURES WEALTH MANAGEMENT, LLCCRD 284920 · WEBSTER, NY$294,526,272.00Regulatory AUM · August 2026
- BRIGHT INVESTMENTS, LLCCRD 269955 · AUBURN, AL$151,519,822.00Regulatory AUM · August 2026
- BRIGHT LAKE WEALTH MANAGEMENT, LLCCRD 323513 · REDDING, CA$103,644,423.00Regulatory AUM · August 2026
- BRIGHT PATH SPORTS PARTNERS, LLCCRD 327730 · CLEVELAND, OH$194,797,971.00Regulatory AUM · August 2026
- BRIGHT PORTFOLIOS, LLCCRD 288605 · LEE'S SUMMIT, MO$135,700,708.00Regulatory AUM · August 2026
- BRIGHT ROAD WEALTH MANAGEMENT, LLCCRD 164408 · ANCHORAGE, AK$443,261,739.00Regulatory AUM · August 2026
- BRIGHT ROCK CAPITAL MANAGEMENT LLCCRD 152820 · HANOVER, MA$535,988,766.00Regulatory AUM · August 2026
- BRIGHT WEALTH MANAGEMENT, LLCCRD 169771 · LEWISVILLE, TX$264,973,479.00Regulatory AUM · August 2026
- BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLCCRD 300619 · RESTON, VA$135,055,793.00Regulatory AUM · August 2026
- BRIGHTHOUSE INVESTMENT ADVISERS, LLCCRD 107312 · CHARLOTTE, NC$132,629,273,671.00Regulatory AUM · August 2026
- BRIGHTLIGHT CAPITAL MANAGEMENT LPCRD 171109 · WESTPORT, CT$385,751,661.00Regulatory AUM · August 2026
- BRIGHTLINE CAPITAL MANAGEMENT, LLCCRD 161661 · MIAMI, FL$346,383,104.00Regulatory AUM · August 2026
- BRIGHTON JONES LLCCRD 108601 · SEATTLE, WA$18,879,719,548.00Regulatory AUM · August 2026
- BRIGHTON PARK CAPITAL MANAGEMENT, L.P.CRD 304261 · GREENWICH, CT$4,481,709,182.00Regulatory AUM · August 2026
- BRIGHTON SECURITIES CORP.CRD 3875 · ROCHESTER, NY$930,950,057.00Regulatory AUM · August 2026
- BRIGHTPATH WEALTH PLANNING, LLCCRD 160563 · CAMARILLO, CA$205,769,926.00Regulatory AUM · August 2026
- BRIGHTPLAN LLCCRD 283790 · SAN JOSE, CANot availableRegulatory AUM · August 2026
- BRIGHTSIDE CAPITAL PARTNERS LLCCRD 338288 · LANTANA, FL$472,807,444.00Regulatory AUM · August 2026
- BRIGHTSPIRE CAPITAL ADVISORS, LLCCRD 312908 · NEW YORK, NY$1,203,215,437.00Regulatory AUM · August 2026
- BRIGHTSTAR CAPITAL PARTNERS, L.P.CRD 283313 · NEW YORK, NY$4,849,984,324.00Regulatory AUM · August 2026
- BRIGHTSTONE CAPITAL MANAGEMENT, LLCCRD 289405$30,991,301.00Regulatory AUM · August 2026
- BRIGHTTREE WEALTH MANAGEMENT, LLCCRD 304721$179,000,920.00Regulatory AUM · August 2026
- BRIGHTWATER ADVISORY, LLCCRD 169806 · TAMPA, FL$303,758,272.00Regulatory AUM · August 2026
- BRIGHTWOOD CAPITAL ADVISORS, LLCCRD 167330 · NEW YORK, NY$6,192,776,127.00Regulatory AUM · August 2026
- BRILLIANCE ASSET MANAGEMENT LIMITEDCRD 282553$936,527,922.00Regulatory AUM · August 2026
- $8,382,000.00Regulatory AUM · August 2026
- BRINDLE & BAY FINANCIAL ADVISORS, LLCCRD 291747 · FRISCO, TX$184,800,000.00Regulatory AUM · August 2026
- BRINLEY PARTNERS, LPCRD 316147 · NEW YORK, NY$6,289,153,000.00Regulatory AUM · August 2026
- BRIO CONSULTANTS, LLCCRD 289889 · SAN FRANCISCO, CA$1,057,978,008.00Regulatory AUM · August 2026
- BRISTLECONE VALUE PARTNERS, LLCCRD 128117 · LOS ANGELES, CA$188,400,000.00Regulatory AUM · August 2026
- BRISTOL GATE CAPITAL PARTNERS INC.CRD 175139$1,512,642,341.00Regulatory AUM · August 2026
- BRISTOL GROUP INCCRD 105087 · SAN FRANCISCO, CA$2,037,047,000.00Regulatory AUM · August 2026
- BRIXEY & MEYER CAPITAL LLCCRD 299465 · CINCINNATI, OH$201,813,282.00Regulatory AUM · August 2026
- BRIXTON CAPITAL WEALTH ADVISORS, LLCCRD 288810 · GARDEN CITY, NY$212,388,530.00Regulatory AUM · August 2026
- BRIZO CAPITAL, LPCRD 298102 · NEW YORK, NY$294,469,958.00Regulatory AUM · August 2026
- BROAD BAY CAPITAL MANAGEMENT LPCRD 284341 · NEW YORK, NY$1,887,847,738.00Regulatory AUM · August 2026
- BROAD INVESTMENT SECURITIES LLCCRD 290775$200.00Regulatory AUM · August 2026
- BROAD REACH CAPITAL LLCCRD 144686 · RALEIGH, NC$180,469,462.00Regulatory AUM · August 2026
- BROAD REACH INVESTMENT MANAGEMENT LLPCRD 285755$2,560,384,288.00Regulatory AUM · August 2026
- BROAD RUN INVESTMENT MANAGEMENT, LLCCRD 165067 · ARLINGTON, VA$681,750,049.00Regulatory AUM · August 2026
- BROAD SKY PARTNERS LLCCRD 317966 · NEW YORK, NY$476,872,842.00Regulatory AUM · August 2026
- BROADCREST ASSET MANAGEMENT, LLCCRD 287590 · WINTER PARK, FL$415,493,095.00Regulatory AUM · August 2026
- BROADHURST FINANCIAL ADVISORS, INC.CRD 132332 · AUSTIN, TX$128,435,308.00Regulatory AUM · August 2026