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
- PERSONAL FINANCIAL SOLUTIONS, LLCRegistered Investment Advisers · CRD # 129095 · NJ · Approved
- PERSONAL MONEY PLANNING, LLCRegistered Investment Advisers · CRD # 112178 · TX · Approved
- PERSONAL WEALTH STRATEGIES LLCRegistered Investment Advisers · CRD # 344140 · NJ · 120-Day Approval
- PERSONALIZED FINANCIAL SOLUTIONS LLCRegistered Investment Advisers · CRD # 306475 · FL · Approved
- PERSPECTIVE WEALTH ADVISORS LLCRegistered Investment Advisers · CRD # 332574 · CO · Approved
- PERSPECTIVE WEALTH PARTNERS, LLCRegistered Investment Advisers · CRD # 140330 · ID · Approved
- PERTENTO ADVISORS LLCRegistered Investment Advisers · CRD # 335545 · Approved
- PERTENTO PARTNERS LLPExempt Reporting Advisers · CRD # 317498 · ERA - Active
- PESCI WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 343428 · UT · 120-Day Approval
- PETER KIMMELMAN ASSET MANAGEMENT LPRegistered Investment Advisers · CRD # 133302 · NY · Approved
- PETER NIKOLA PESICRegistered Investment Advisers · CRD # 166198 · Approved
- PETERSEN HASTINGS WEALTH ADVISORS, INC.Registered Investment Advisers · CRD # 110952 · WA · Approved
- PETERSON FINANCIAL GROUP, INC.Registered Investment Advisers · CRD # 169519 · IA · Approved
- PETERSON FINANCIAL SERVICES LLCRegistered Investment Advisers · CRD # 106127 · CO · Approved
- PETERSON INVESTMENT MANAGEMENT INCRegistered Investment Advisers · CRD # 105634 · Approved
- PETERSON PARTNERS, LLCRegistered Investment Advisers · CRD # 159450 · UT · Approved
- PETERSON ROGERS PRIVATE WEALTH, LLCRegistered Investment Advisers · CRD # 324001 · UT · Approved
- PETERSON WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 146349 · UT · Approved
- PETERSON WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 285415 · NV · Approved
- PETERSON WEALTH SERVICES INC.Registered Investment Advisers · CRD # 288620 · UT · Approved
- PETIOLE USA LIMITEDRegistered Investment Advisers · CRD # 159788 · NY · Approved
- PETIX & BOTTE COMPANYRegistered Investment Advisers · CRD # 170020 · CA · Approved
- PETRA CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 277042 · Approved
- PETRA FINANCIAL ADVISORS INCRegistered Investment Advisers · CRD # 107196 · CO · Approved
- PETREDIS INVESTMENT ADVISORS LLCRegistered Investment Advisers · CRD # 322371 · PA · Approved
- PETRICHOR HEALTHCARE CAPITAL MANAGEMENT LPRegistered Investment Advisers · CRD # 288664 · NY · Approved
- PETRIE CAPITAL MANAGEMENT LLC.Registered Investment Advisers · CRD # 136480 · WA · Approved
- PETROCAP, LLCRegistered Investment Advisers · CRD # 169688 · TX · Approved
- PETROS FAMILY WEALTH, LLCRegistered Investment Advisers · CRD # 324059 · MN · Approved
- PETRUS ADVISERS BRATISLAVA K.SExempt Reporting Advisers · CRD # 331870 · ERA - Active
- PETTEE INVESTORS INCRegistered Investment Advisers · CRD # 105553 · CT · Approved
- PETTINGA FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 156369 · IN · Approved
- PETTYJOHN, WOOD & WHITE, INC.Registered Investment Advisers · CRD # 106403 · VA · Approved
- PEVC I GENERAL PARTNER IV, LTD.Exempt Reporting Advisers · CRD # 332786 · ERA - Active
- PF ADVISORS, LLCRegistered Investment Advisers · CRD # 277156 · PA · Approved
- PFC CAPITAL GROUP INCRegistered Investment Advisers · CRD # 110648 · CA · Approved
- PFG ADVISORS, LLCRegistered Investment Advisers · CRD # 173344 · AZ · Approved
- PFG INVESTMENTS, LLCRegistered Investment Advisers · CRD # 289256 · OR · Approved
- PFG INVESTMENTS, LLCRegistered Investment Advisers · CRD # 116537 · NY · Approved
- PFG PRIVATE WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 282301 · FL · Approved
- PFHCL PARTNERS LLCExempt Reporting Advisers · CRD # 343786 · PA · ERA - Active
- PFINGSTEN PARTNERS, L.L.C.Registered Investment Advisers · CRD # 156493 · IL · Approved
- PFLUEGER WEALTH, LLCRegistered Investment Advisers · CRD # 339188 · Approved
- PFLUG KOORY, LLCRegistered Investment Advisers · CRD # 109268 · NE · Approved
- PFM HEALTH SCIENCES, LPRegistered Investment Advisers · CRD # 146747 · CA · Approved
- PFS INVESTMENTS INC.Registered Investment Advisers · CRD # 10111 · GA · Approved
- PFS PARTNERS, LLCRegistered Investment Advisers · CRD # 147872 · NJ · Approved
- PFS SIGNATURE WEALTH LLCRegistered Investment Advisers · CRD # 342913 · FL · 120-Day Approval
- PFW ADVISORS, LLCRegistered Investment Advisers · CRD # 325119 · GA · Approved
- PGIM (SINGAPORE) PTE. LTD.Exempt Reporting Advisers · CRD # 313005 · ERA - Active