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
- CHAPMAN INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 166826 · Approved
- CHAPPELWOOD FINANCIAL SERVICES CORP.Registered Investment Advisers · CRD # 134318 · OK · Approved
- CHARBETH ADVISORY L.L.C.Registered Investment Advisers · CRD # 342682 · Approved
- CHARGER INVESTMENT PARTNERS LPRegistered Investment Advisers · CRD # 307191 · CA · Approved
- CHARIS LEGACY PARTNERS, LLCRegistered Investment Advisers · CRD # 311968 · TX · Approved
- CHARLES FISH INVESTMENTS, INC.Registered Investment Advisers · CRD # 110445 · CA · Approved
- CHARLES PRATT & COMPANY, L.L.C.Registered Investment Advisers · CRD # 104864 · NY · Approved
- CHARLES RIVER WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 288017 · MA · Approved
- CHARLES SCHWAB & CO., INC.Registered Investment Advisers · CRD # 5393 · CA · Approved
- CHARLES SCHWAB INVESTMENT MANAGEMENT, INCRegistered Investment Advisers · CRD # 106753 · CA · Approved
- CHARLESBANK CAPITAL PARTNERS, LLCRegistered Investment Advisers · CRD # 160256 · MA · Approved
- CHARLESBRIDGE ADVISORS, LLCRegistered Investment Advisers · CRD # 341159 · MA · Approved
- CHARLESTON FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 137536 · SC · Approved
- CHARLTON MANAGEMENT, LLCRegistered Investment Advisers · CRD # 341804 · MI · 120-Day Approval
- CHARMARLINE WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 336719 · VA · Approved
- CHARTER CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 35919 · WI · Approved
- CHARTER OAK ADVISORS LPRegistered Investment Advisers · CRD # 328387 · NY · Approved
- CHARTER RESEARCH & INVESTMENT GROUP INCRegistered Investment Advisers · CRD # 106452 · CT · Approved
- CHARTER WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 162299 · NC · Approved
- CHARTERED ADVISORY GROUP, INC.Registered Investment Advisers · CRD # 116517 · PA · Approved
- CHARTIST INCRegistered Investment Advisers · CRD # 105072 · CA · Approved
- CHARTWELL INVESTMENT PARTNERS, LLCRegistered Investment Advisers · CRD # 170335 · PA · Approved
- CHAS. P. SMITH & ASSOCIATES, PA, CPA'SRegistered Investment Advisers · CRD # 104914 · FL · Approved
- CHASE INVESTMENT COUNSEL CORPORATIONRegistered Investment Advisers · CRD # 104648 · VA · Approved
- CHASTAIN WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 285551 · Approved
- CHATHAM ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 157517 · NJ · Approved
- CHATHAM CAPITAL GROUP INCRegistered Investment Advisers · CRD # 106174 · GA · Approved
- CHATHAM CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 160961 · GA · Approved
- CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC.Registered Investment Advisers · CRD # 132295 · CA · Approved
- CHECCHI CAPITAL ADVISERS, LLCRegistered Investment Advisers · CRD # 143478 · CA · Approved
- CHECK CAPITAL MANAGEMENT INCRegistered Investment Advisers · CRD # 107058 · CA · Approved
- CHECKETTS PARTNERS INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 161204 · Approved
- CHECKPOINT CAPITAL L.P.Registered Investment Advisers · CRD # 325763 · CA · Approved
- CHECKS & BALANCES, INC.Registered Investment Advisers · CRD # 112145 · GA · Approved
- CHELSEA ADVISORY SERVICES, INCRegistered Investment Advisers · CRD # 150791 · NY · Approved
- CHELSEA COUNSEL COMPANYRegistered Investment Advisers · CRD # 110399 · CA · Approved
- CHEMISTRY WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 316069 · NY · Approved
- CHENAVARI CREDIT PARTNERS LLPRegistered Investment Advisers · CRD # 158713 · Approved
- CHEQUERS FINANCIAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 175209 · CA · Approved
- CHEROKEE & WALKER MANAGEMENT, LLCRegistered Investment Advisers · CRD # 160962 · UT · Approved
- CHERRY CREEK FAMILY OFFICES, LLCRegistered Investment Advisers · CRD # 156310 · CO · Approved
- CHERRY CREEK INVESTMENT ADVISORS INCRegistered Investment Advisers · CRD # 107426 · CO · Approved
- CHERRY TREE WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 151406 · MN · Approved
- CHERRYDALE WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 171541 · NJ · Approved
- CHESAPEAKE ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 108994 · NY · Approved
- CHESAPEAKE CAPITAL CORPORATIONRegistered Investment Advisers · CRD # 282099 · FL · Approved
- CHESAPEAKE INVESTMENT MANAGEMENT LLCRegistered Investment Advisers · CRD # 119010 · VA · Approved
- CHESLEY, TAFT & ASSOCIATES, LLCRegistered Investment Advisers · CRD # 111578 · IL · Approved
- CHESTNUT STREET INVESTMENT COUNSEL, LLCRegistered Investment Advisers · CRD # 309741 · PA · Approved
- CHEVIOT VALUE MANAGEMENT, LLCRegistered Investment Advisers · CRD # 166291 · CA · Approved