Investment advisers registered with the SEC and exempt reporting advisers, from the SEC's own list.
23,988 advisers listed by the U.S. Securities and Exchange Commission, searchable by name, CRD number, list, registration status and main-office state.
Not yet trustworthyCount not yet trustworthy: the SEC states no total for this list, so the figure is the number of entries in the file when it was read.
Source: U.S. Securities and Exchange Commission, Information About Registered Investment Advisers and Exempt Reporting Advisers
Information last checked: 2 October 2026 (the publisher's own date for the list, not the date it was loaded here).
This page reproduces the SEC's list without alteration. If anything here differs from the SEC's records, the SEC's register prevails.
Omnified is not affiliated with or endorsed by the U.S. Securities and Exchange Commission.
The SEC's notice: the SEC does not approve or endorse any particular securities, issuers, products, services, professional credentials, firms, or individuals.
To request a correction or removal, contact hello@getomnified.com
- B.A. SCHROCK WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 304694 · OH · Approved
- BAHL & GAYNOR LLCRegistered Investment Advisers · CRD # 106139 · OH · Approved
- BALANCE WEALTH PARTNERS LLCRegistered Investment Advisers · CRD # 329589 · OH · Approved
- BALANCED WEALTH GROUP LLCRegistered Investment Advisers · CRD # 328007 · OH · Approved
- BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 328496 · OH · Approved
- BARTLETT & CO. WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 292246 · OH · Approved
- BEACON ASSOCIATES WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 318651 · OH · Approved
- BEACON CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 120641 · OH · Approved
- BEACON FINANCIAL ADVISORY LLCRegistered Investment Advisers · CRD # 174334 · OH · Approved
- BEESE, FULMER INVESTMENT MANAGEMENT, INC.Registered Investment Advisers · CRD # 109882 · OH · Approved
- BELL CITY WEALTH, INC.Registered Investment Advisers · CRD # 326354 · OH · Approved
- BIRCHCREEK WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 304207 · OH · Approved
- BISON WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 340724 · OH · Approved
- BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 292661 · OH · Approved
- BLUE JAY FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 296467 · OH · Approved
- BLUE POINT CAPITAL PARTNERS LLCRegistered Investment Advisers · CRD # 157031 · OH · Approved
- BLUESTONE PRIVATE WEALTH, LLCRegistered Investment Advisers · CRD # 326055 · OH · Approved
- BOND TECH INCRegistered Investment Advisers · CRD # 105979 · OH · Approved
- BOYD WATTERSON ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 107808 · OH · Approved
- BPS WEALTH ADVISORS, INC.Registered Investment Advisers · CRD # 106249 · OH · Approved
- BRIGHT PATH SPORTS PARTNERS, LLCRegistered Investment Advisers · CRD # 327730 · OH · Approved
- BRIXEY & MEYER CAPITAL LLCRegistered Investment Advisers · CRD # 299465 · OH · Approved
- BROADLEAF PARTNERS, LLCRegistered Investment Advisers · CRD # 137433 · OH · Approved
- BROWN FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 147056 · OH · Approved
- BULLSEYE INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 145158 · OH · Approved