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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- CALCULATED WEALTH LLCRegistered Investment Advisers · CRD # 318985 · WI · Approved
- CAMPBELL NEWMAN ASSET MANAGEMENT INCRegistered Investment Advisers · CRD # 107003 · WI · Approved
- CAPITAL INNOVATIONS, LLCRegistered Investment Advisers · CRD # 145329 · WI · Approved
- CAPITAL INVESTMENT SERVICES OF AMERICA INCRegistered Investment Advisers · CRD # 110639 · WI · Approved
- CAPITAL WEALTH ADVISORS, LTD.Registered Investment Advisers · CRD # 155263 · WI · Approved
- CENTRAL WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 293172 · WI · Approved
- CHARTER CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 35919 · WI · Approved
- CLF ASSET MANAGEMENT, INC.Registered Investment Advisers · CRD # 284060 · WI · Approved
- CLIENT FIRST INVESTMENT MANAGEMENT LLCRegistered Investment Advisers · CRD # 282600 · WI · Approved
- CMG WEALTH ADVISORS LLCRegistered Investment Advisers · CRD # 340600 · WI · Approved
- COAST ADVISORY LLCRegistered Investment Advisers · CRD # 340229 · WI · Approved
- COLLAR CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 152325 · WI · Approved
- CONCEPTUAL FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 167513 · WI · Approved
- COORDINATED CAPITAL SECURITIES, INC.Registered Investment Advisers · CRD # 14762 · WI · Approved
- COPPER HARBOR INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 169978 · WI · Approved
- CORNERSTONE ENTERPRISES, LLCRegistered Investment Advisers · CRD # 324255 · WI · Approved
- CUSHING CAPITAL PARTNERS, LLCRegistered Investment Advisers · CRD # 313497 · WI · Approved