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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- M.K. BROWN WEALTH ADVISORY, LLCRegistered Investment Advisers · CRD # 121269 · OH · Approved
- M&B INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 154255 · OH · Approved
- M3 WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 335612 · OH · Approved
- MAI CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 109807 · OH · Approved
- MARIEMONT CAPITAL LLCExempt Reporting Advisers · CRD # 282000 · OH · ERA - Active
- MATSON CAPITAL LLCRegistered Investment Advisers · CRD # 335193 · OH · Approved
- MATSON MONEY, INC.Registered Investment Advisers · CRD # 110425 · OH · Approved
- MAYWIC III GP, LLCExempt Reporting Advisers · CRD # 308415 · OH · ERA - Active
- MAYWIC MANAGEMENT, LLCExempt Reporting Advisers · CRD # 331259 · OH · ERA - Active
- MCCARLEY & COOK LLCRegistered Investment Advisers · CRD # 310087 · OH · Approved
- MCDONALD PARTNERS LLCRegistered Investment Advisers · CRD # 135414 · OH · Approved
- MCM CAPITAL ADVISORS III, LLCExempt Reporting Advisers · CRD # 225511 · OH · ERA - Active
- MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES, LLCRegistered Investment Advisers · CRD # 158134 · OH · Approved
- MEEDER ADVISORY SERVICES, INCRegistered Investment Advisers · CRD # 106814 · OH · Approved
- MEEDER ASSET MANAGEMENT, INCRegistered Investment Advisers · CRD # 105794 · OH · Approved
- MEEDER PUBLIC FUNDS, INC.Registered Investment Advisers · CRD # 106816 · OH · Approved
- MENCH FINANCIAL INCRegistered Investment Advisers · CRD # 106689 · OH · Approved
- MESSMER CAPITAL ADVISORS LLCRegistered Investment Advisers · CRD # 305387 · OH · Approved
- MEYER CAPITAL MANAGEMENT LLC.Registered Investment Advisers · CRD # 106904 · OH · Approved
- MEYER GATES FINANCIAL ADVISORS, INCRegistered Investment Advisers · CRD # 125046 · OH · Approved
- MEYERS WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 289801 · OH · Approved
- MGO ONE SEVEN LLCRegistered Investment Advisers · CRD # 283087 · OH · Approved
- MIAMI VALLEY PORTFOLIO MANAGEMENT INCRegistered Investment Advisers · CRD # 106389 · OH · Approved
- MICHAEL BRADY & CO., LLCRegistered Investment Advisers · CRD # 130093 · OH · Approved
- MODERN PORTFOLIO MANAGEMENT INCRegistered Investment Advisers · CRD # 104926 · OH · Approved
- MONETARY SOLUTIONS, LTD.Registered Investment Advisers · CRD # 121217 · OH · Approved
- MPE MGT. CO., LLCRegistered Investment Advisers · CRD # 281787 · OH · Approved
- MT. RAINIER GROUP, LLCExempt Reporting Advisers · CRD # 295112 · OH · ERA - Active
- MUNN WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 174414 · OH · Approved