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
- O ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 336682 · NY · Approved
- O.F.O. PARTNERS, LLCRegistered Investment Advisers · CRD # 297424 · MA · Approved
- O'BOYLE WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 292849 · CA · Approved
- O'BRIEN CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 136100 · NY · Approved
- O'BRIEN INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 284057 · CA · Approved
- O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLCRegistered Investment Advisers · CRD # 290254 · OR · Approved
- O'CONNOR ALTERNATIVE INVESTMENTS, LLCRegistered Investment Advisers · CRD # 336332 · NY · Approved
- O'CONNOR CAPITAL ADVISORY, LLCRegistered Investment Advisers · CRD # 152687 · AZ · Approved
- O'CONNOR FINANCIAL GROUP LLCRegistered Investment Advisers · CRD # 168636 · IL · Approved
- O'CONNOR WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 152316 · CA · Approved
- O'DOMHNAILL ENTERPRISES, INC.Registered Investment Advisers · CRD # 323384 · WY · Approved
- O'DONNELL FINANCIAL SERVICES, LLCRegistered Investment Advisers · CRD # 172520 · CA · Approved
- O'HAGAN GROUP, INC.Registered Investment Advisers · CRD # 315389 · PA · Approved
- O'KEEFE STEVENS ADVISORY, INC.Registered Investment Advisers · CRD # 286338 · Approved
- O'NEIL GLOBAL ADVISORS, INC.Registered Investment Advisers · CRD # 308150 · CA · Approved
- O'ROURKE & COMPANY, INCORPORATEDRegistered Investment Advisers · CRD # 132481 · MA · Approved
- O'SHAUGHNESSY ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 144594 · CT · Approved
- O15 CAPITAL PARTNERS, LLCRegistered Investment Advisers · CRD # 328464 · GA · Approved
- O2 INVESTMENT PARTNERS, L.P.Registered Investment Advisers · CRD # 291435 · MI · Approved
- OAC CAPITAL ADVISORS LLCRegistered Investment Advisers · CRD # 317559 · Approved
- OAK ADVISORS, LLCRegistered Investment Advisers · CRD # 137192 · SC · Approved
- OAK ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 287856 · CA · Approved
- OAK ASSOCIATES LTDRegistered Investment Advisers · CRD # 108874 · OH · Approved
- OAK BARREL WEALTH ADVISORY LLCRegistered Investment Advisers · CRD # 333693 · VA · Approved
- OAK CITY CONSULTING, LLCRegistered Investment Advisers · CRD # 162220 · NC · Approved
- OAK CREEK PRIVATE WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 306851 · OK · Approved
- OAK CREST ADVISORY, LLCRegistered Investment Advisers · CRD # 304255 · NY · Approved
- OAK FAMILY ADVISORS, LLCRegistered Investment Advisers · CRD # 141332 · IL · Approved
- OAK FINANCIAL GROUP INCRegistered Investment Advisers · CRD # 106293 · Approved
- OAK GROVE CAPITAL, LLCRegistered Investment Advisers · CRD # 165465 · Approved
- OAK HARBOR CAPITAL, LLCRegistered Investment Advisers · CRD # 169089 · NV · Approved
- OAK HARVEST INVESTMENT SERVICES, LLCRegistered Investment Advisers · CRD # 173293 · TX · Approved
- OAK HILL ADVISORS, L.P.Registered Investment Advisers · CRD # 125352 · NY · Approved
- OAK HILL CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 136656 · NY · Approved
- OAK RIDGE INVESTMENTS, LLCRegistered Investment Advisers · CRD # 107066 · IL · Approved
- OAK ROOT LLCRegistered Investment Advisers · CRD # 246788 · Approved
- OAK STREET ADVISORS INCRegistered Investment Advisers · CRD # 139400 · SC · Approved
- OAK STREET INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 288019 · CO · Approved
- OAK THISTLE LLCRegistered Investment Advisers · CRD # 299086 · Approved
- OAK TREE ADVISORY SERVICES INCRegistered Investment Advisers · CRD # 105883 · Approved
- OAK WEALTH ADVISORS LLCRegistered Investment Advisers · CRD # 148832 · IL · Approved
- OAKCLIFF PARTNERS LLCRegistered Investment Advisers · CRD # 162325 · NY · Approved
- OAKHURST ADVISORS, LLCRegistered Investment Advisers · CRD # 282057 · CA · Approved
- OAKMONT ADVISORY GROUP, LLCRegistered Investment Advisers · CRD # 158890 · NM · Approved
- OAKMONT CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 128939 · PA · Approved
- OAKMONT CORPORATIONRegistered Investment Advisers · CRD # 112337 · CA · Approved
- OAKMONT INVESTMENT ADVISORS, INC.Registered Investment Advisers · CRD # 111095 · PA · Approved
- OAKMONT WEALTH ADVISORY, LLCRegistered Investment Advisers · CRD # 299021 · MD · Approved
- OAKRIDGE MANAGEMENT GROUP LLCRegistered Investment Advisers · CRD # 306284 · CT · Approved
- OAKSTREET WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 288723 · TX · Approved