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
- CLOVER LEAF FINANCIAL LLCRegistered Investment Advisers · CRD # 335751 · NY · Approved
- CLOVERFIELDS CAPITAL GROUP, LPRegistered Investment Advisers · CRD # 306590 · MN · Approved
- CLOVERLAY INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 277170 · PA · Approved
- CLOVERPOINT, LLCRegistered Investment Advisers · CRD # 335407 · MN · Approved
- CLP ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 305962 · Approved
- CLPF LLCRegistered Investment Advisers · CRD # 312448 · Approved
- CLS FINANCIAL ADVISORS, INC.Registered Investment Advisers · CRD # 152892 · OR · Approved
- CLUTINGER WILLIAMS & VERHOYE INCRegistered Investment Advisers · CRD # 111082 · CA · Approved
- CLUTTERBUCK CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 140082 · OH · Approved
- CM INVESTMENT PARTNERS LLCRegistered Investment Advisers · CRD # 168941 · NY · Approved
- CM WEALTH ADVISORS LLCRegistered Investment Advisers · CRD # 119467 · OH · Approved
- CMC ADVISORS, INC.Registered Investment Advisers · CRD # 123811 · FL · Approved
- CMC FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 292413 · GA · Approved
- CMG CAPITAL MANAGEMENT GROUP, INC.Registered Investment Advisers · CRD # 110750 · PA · Approved
- CMG FINANCIAL CONSULTING, LLCRegistered Investment Advisers · CRD # 288359 · Approved
- CMG GLOBAL HOLDINGS, LLCRegistered Investment Advisers · CRD # 307513 · TX · Approved
- CMG WEALTH ADVISORS LLCRegistered Investment Advisers · CRD # 340600 · WI · Approved
- CMH WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 150138 · NH · Approved
- CMK PARTNERS, LLCRegistered Investment Advisers · CRD # 343111 · IL · Approved
- CMR CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 284054 · CA · Approved
- CMT ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 290487 · IL · Approved
- CNL EDUCATIONAL INSTITUTE, LLCRegistered Investment Advisers · CRD # 175137 · FL · Approved
- CNL FUND ADVISORS II, LLCRegistered Investment Advisers · CRD # 174178 · FL · Approved
- CNL RESIDENTIAL CREDIT MANAGER, LLCRegistered Investment Advisers · CRD # 335786 · FL · Approved
- CNL STRATEGIC CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 286342 · FL · Approved
- COALESCE CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 324179 · NY · Approved
- COALESCENCE PARTNERS INVESTMENT MANAGEMENT LPRegistered Investment Advisers · CRD # 285361 · NY · Approved
- COAST ADVISORY LLCRegistered Investment Advisers · CRD # 340229 · WI · Approved
- COAST CAPITAL MANAGEMENT, LPRegistered Investment Advisers · CRD # 289883 · NY · Approved
- COASTAL BRIDGE ADVISORS, LLCRegistered Investment Advisers · CRD # 152569 · CT · Approved
- COASTAL EQUITY MANAGEMENT, LLCRegistered Investment Advisers · CRD # 331518 · FL · Approved
- COASTAL INVESTMENT COMPANY, LLCRegistered Investment Advisers · CRD # 322164 · FL · Approved
- COASTAL PRIVATE WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 327867 · NY · Approved
- COASTAL WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 174574 · SC · Approved
- COASTEDGE PARTNERS, LLCRegistered Investment Advisers · CRD # 149685 · CA · Approved
- COASTLANDS CAPITAL LPRegistered Investment Advisers · CRD # 335329 · CA · Approved
- COASTLINE COMPLETE WEALTH LLCRegistered Investment Advisers · CRD # 338227 · SC · Approved
- COASTWISE CAPITAL GROUP, LLCRegistered Investment Advisers · CRD # 139564 · CA · Approved
- COATUE MANAGEMENT, L.L.C.Registered Investment Advisers · CRD # 157910 · NY · Approved
- COBALT FINANCIAL PARTNERS LLCRegistered Investment Advisers · CRD # 168710 · Approved
- COBBLERS COVE CAPITAL LPRegistered Investment Advisers · CRD # 342999 · SC · 120-Day Approval
- COBBLESTONE ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 326545 · VA · Approved
- COBURN BARRETT, LLCRegistered Investment Advisers · CRD # 166464 · CA · Approved
- CODE WAECHTER LLCRegistered Investment Advisers · CRD # 289372 · FL · Approved
- CODEX CAPITAL ASSET MANAGEMENT, L.L.C.Registered Investment Advisers · CRD # 309373 · Approved
- COEFFICIENT CAPITAL, LLCRegistered Investment Advisers · CRD # 299097 · NY · Approved
- COELI FRONTIER MARKETS ABRegistered Investment Advisers · CRD # 282916 · Approved
- COFG ADVISORS, LLCRegistered Investment Advisers · CRD # 333344 · IL · Approved
- COGENT INDEPENDENT ADVISORS, INC.Registered Investment Advisers · CRD # 161659 · Approved
- COGENT PRIVATE WEALTH, INC.Registered Investment Advisers · CRD # 319092 · FL · Approved