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
- CONCORD MANAGEMENT SERVICES, LLCRegistered Investment Advisers · CRD # 292760 · NJ · Approved
- CONCORD WEALTH PARTNERSRegistered Investment Advisers · CRD # 118643 · VA · Approved
- CONCORDE ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 140367 · MI · Approved
- CONCORDE FINANCIAL CORPORATIONRegistered Investment Advisers · CRD # 105237 · TX · Approved
- CONCORDE FINANCIAL RESOURCES I INC.Registered Investment Advisers · CRD # 117836 · SC · Approved
- CONCORDIA WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 164278 · MA · Approved
- CONCOURSE CAPITAL ADVISORS, LLCRegistered Investment Advisers · CRD # 336424 · GA · Approved
- CONCREIT FUND MANAGEMENT LLCRegistered Investment Advisers · CRD # 310737 · WA · Approved
- CONCURRENT ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 330657 · FL · Approved
- CONCURRENT INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 323135 · FL · Approved
- CONDIRE MANAGEMENT, LPRegistered Investment Advisers · CRD # 311762 · TX · Approved
- CONDON WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 128409 · MA · Approved
- CONDOR CAPITAL MANAGEMENTRegistered Investment Advisers · CRD # 104920 · NJ · Approved
- CONESTOGA CAPITAL ADVISORS, LLCRegistered Investment Advisers · CRD # 111750 · PA · Approved
- CONFIDENCE WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 127383 · CA · Approved
- CONFIDENTIAL MANAGEMENT ADVISORS, INC.Registered Investment Advisers · CRD # 125936 · MI · Approved
- CONFLUENCE INVESTMENT MANAGEMENT LLCRegistered Investment Advisers · CRD # 146019 · MO · Approved
- CONFLUENCE WEALTH SERVICES, LLCRegistered Investment Advisers · CRD # 311980 · PA · Approved
- CONGRESS ASSET MANAGEMENT COMPANY, LLPRegistered Investment Advisers · CRD # 105161 · MA · Approved
- CONGRESS PARK CAPITAL LLCRegistered Investment Advisers · CRD # 150309 · NY · Approved
- CONGRUENCE CAPITAL, LLCRegistered Investment Advisers · CRD # 328559 · CA · Approved
- CONIFER INFRASTRUCTURE MANAGEMENT COMPANY LLCRegistered Investment Advisers · CRD # 334323 · PA · Approved
- CONIFER INVESTMENTS LTDRegistered Investment Advisers · CRD # 106159 · CT · Approved
- CONIFER MANAGEMENT, LLCRegistered Investment Advisers · CRD # 283492 · NY · Approved
- CONNECTED WEALTH SOLUTIONS, LLCRegistered Investment Advisers · CRD # 277111 · OR · Approved
- CONNECTICUT CAPITAL MANAGEMENT GROUP, LLCRegistered Investment Advisers · CRD # 305013 · CT · Approved
- CONNECTICUT WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 154310 · CT · Approved
- CONNECTIVE CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 161099 · CA · Approved
- CONNECTIVE PORTFOLIO MANAGEMENT, LLCRegistered Investment Advisers · CRD # 297755 · NY · Approved
- CONNECTIVE WEALTH PARTNERS, LLCRegistered Investment Advisers · CRD # 335624 · Approved
- CONNELLY CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 324104 · PR · Approved
- CONNETIC RIA LLCRegistered Investment Advisers · CRD # 329078 · KY · Approved
- CONNING INVESTMENT PRODUCTS, INC.Registered Investment Advisers · CRD # 120387 · CT · Approved
- CONNING, INC.Registered Investment Advisers · CRD # 107423 · CT · Approved
- CONNOR CAPITAL SB, LLCRegistered Investment Advisers · CRD # 283073 · CA · Approved
- CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTDRegistered Investment Advisers · CRD # 107557 · Approved
- CONNORS INVESTOR SERVICES INCRegistered Investment Advisers · CRD # 106993 · PA · Approved
- CONQUIS FINANCIAL LLCRegistered Investment Advisers · CRD # 319579 · CA · Approved
- CONRAD CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 113648 · NY · Approved
- CONRAD SIEGEL INVESTMENT ADVISORS, INC.Registered Investment Advisers · CRD # 123560 · PA · Approved
- CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 174670 · FL · Approved
- CONSCIOUS WEALTH INVESTMENTS, LLCRegistered Investment Advisers · CRD # 319143 · GA · Approved
- CONSELLO MANAGEMENT LPRegistered Investment Advisers · CRD # 317399 · NY · Approved
- CONSEQUENT CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 285262 · GA · Approved
- CONSERVATION RESOURCE PARTNERS, LLCRegistered Investment Advisers · CRD # 160706 · NH · Approved
- CONSERVATIVE WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 138925 · Approved
- CONSERVEST CAPITAL ADVISORS INCRegistered Investment Advisers · CRD # 111353 · PA · Approved
- CONSILIO WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 314466 · WA · Approved
- CONSILIUM INVESTMENT MANAGEMENT LLCRegistered Investment Advisers · CRD # 131934 · FL · Approved
- CONSILIUM WEALTH ADVISORY, LLCRegistered Investment Advisers · CRD # 164993 · Approved