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.
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- CALVERT IMPACT ADVISORY SERVICES, LLCRegistered Investment Advisers · CRD # 326022 · MD · Approved
- CALVERT STREET CAPITAL PARTNERS, INC.Registered Investment Advisers · CRD # 158096 · MD · Approved
- CALVERT WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 115639 · MD · Approved
- CAMDEN PARTNERS HOLDINGS, LLCRegistered Investment Advisers · CRD # 117011 · MD · Approved
- CAMPBELL & COMPANY INVESTMENT ADVISER LLCRegistered Investment Advisers · CRD # 134332 · MD · Approved
- CAPITAL FINANCIAL PLANNERS LLCRegistered Investment Advisers · CRD # 341222 · MD · 120-Day Approval
- CAPITAL FINANCIAL, LLCRegistered Investment Advisers · CRD # 122844 · MD · Approved
- CAPITAL SQUARED FINANCIAL LLCRegistered Investment Advisers · CRD # 326861 · MD · Approved
- CARDEROCK CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 104570 · MD · Approved
- CARO INVESTORS MANAGEMENT, LLCRegistered Investment Advisers · CRD # 332085 · MD · Approved
- CASSILLY FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 300672 · MD · Approved
- CATOCTIN RIDGE WEALTH PARTNER, LLCRegistered Investment Advisers · CRD # 333113 · MD · Approved
- CHAPIN DAVIS, INCRegistered Investment Advisers · CRD # 28116 · MD · Approved
- CHEVY CHASE TRUST COMPANYRegistered Investment Advisers · CRD # 110742 · MD · Approved
- CORBYN INVESTMENT MANAGEMENT INCRegistered Investment Advisers · CRD # 104716 · MD · Approved
- CORNERSTONE ADVISORY, LLCRegistered Investment Advisers · CRD # 142359 · MD · Approved
- COUNCILOR WEALTH LLCRegistered Investment Advisers · CRD # 170858 · MD · Approved
- CROMWELL INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 314411 · MD · Approved
- CURIO WEALTH, LLCRegistered Investment Advisers · CRD # 328178 · MD · Approved
- CWM ADVISORY, LLCRegistered Investment Advisers · CRD # 299923 · MD · Approved