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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- MACROVIEW INVESTMENT MANAGEMENT LLCRegistered Investment Advisers · CRD # 149621 · MD · Approved
- MARATHON CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 119416 · MD · Approved
- MARKS WEALTH, LLCRegistered Investment Advisers · CRD # 310534 · MD · Approved
- MARYLAND CAPITAL ADVISORS, INC.Registered Investment Advisers · CRD # 134875 · MD · Approved
- MDRN CAPITAL, LLCRegistered Investment Advisers · CRD # 325950 · MD · Approved
- MERITIS WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 336539 · MD · Approved
- MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 285820 · MD · Approved
- MONTGOMERY FINANCIAL SERVICES, LLCRegistered Investment Advisers · CRD # 170024 · MD · Approved
- MONTGOMERY INVESTMENT MANAGEMENT INCRegistered Investment Advisers · CRD # 105417 · MD · Approved
- MOORE WEALTH LLCRegistered Investment Advisers · CRD # 323374 · MD · Approved
- MOUNT VERNON ASSOCIATES INCRegistered Investment Advisers · CRD # 107099 · MD · Approved
- MRE MANAGEMENT, LLCRegistered Investment Advisers · CRD # 338513 · MD · Approved
- MV CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 139034 · MD · Approved
- MY WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 168566 · MD · Approved