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
- PATINA WEALTH LLCRegistered Investment Advisers · CRD # 283813 · Approved
- PATRIA CAPITAL PARTNERS LLPRegistered Investment Advisers · CRD # 144651 · Approved
- PATRIA PRIVATE EQUITY (EUROPE) LIMITEDRegistered Investment Advisers · CRD # 318769 · Approved
- PATRICK FINANCIAL GROUP, L.L.C.Registered Investment Advisers · CRD # 124610 · MI · Approved
- PATRICK M. SWEENEY & ASSOCIATES, INCRegistered Investment Advisers · CRD # 112802 · IL · Approved
- PATRICK MAURO INVESTMENT ADVISOR, INC.Registered Investment Advisers · CRD # 122742 · Approved
- PATRICOF CO. LLCRegistered Investment Advisers · CRD # 320902 · NY · Approved
- PATRIOT FINANCIAL MANAGER, L.P.Registered Investment Advisers · CRD # 159818 · PA · Approved
- PATRIOT INVESTMENT MANAGEMENT GROUP INCRegistered Investment Advisers · CRD # 112155 · TN · Approved
- PATRON PARTNERS, LLCRegistered Investment Advisers · CRD # 310629 · TX · Approved
- PATTEN AND PATTEN, INC.Registered Investment Advisers · CRD # 105414 · TN · Approved
- PATTERSON PARTNERS LTD.Registered Investment Advisers · CRD # 305859 · Approved
- PATTON ALBERTSON MILLER GROUP, LLCRegistered Investment Advisers · CRD # 281558 · TN · Approved
- PATTON FUND MANAGEMENT, INC.Registered Investment Advisers · CRD # 120533 · Approved
- PAUL & CO. WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 331617 · CA · Approved
- PAUL J. GLASHOFER ENTERPRISES, INC.Registered Investment Advisers · CRD # 146262 · Approved
- PAUL R. RIED FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 297284 · WA · Approved
- PAUL WINKLER, INC.Registered Investment Advisers · CRD # 119342 · TN · Approved
- PAULO FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 131943 · Approved
- PAULSON WEALTH MANAGEMENT INC.Registered Investment Advisers · CRD # 150374 · FL · Approved
- PAVAKI CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 316395 · Approved
- PAVE INVESTMENT ADVISORS, LLC.Registered Investment Advisers · CRD # 322420 · NY · Approved
- PAVION BLUE CAPITAL, LLCRegistered Investment Advisers · CRD # 301968 · CA · Approved
- PAVLIC INVESTMENT ADVISORS, INC.Registered Investment Advisers · CRD # 111246 · WI · Approved
- PAX FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 284164 · TX · Approved
- PAYDEN & RYGELRegistered Investment Advisers · CRD # 107160 · CA · Approved
- PAYNE CAPITAL LLCRegistered Investment Advisers · CRD # 329458 · Approved
- PAYNE CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 147119 · NY · Approved
- PBMARES WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 116218 · VA · Approved
- PC3 PARTNERS, LLCRegistered Investment Advisers · CRD # 339659 · FL · Approved
- PCA INVESTMENT ADVISORY SERVICES, INC.Registered Investment Advisers · CRD # 123475 · OH · Approved
- PCB CAPITAL LLCRegistered Investment Advisers · CRD # 309784 · NJ · Approved
- PCCP, LLCRegistered Investment Advisers · CRD # 157505 · CA · Approved
- PCG ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 148208 · NJ · Approved
- PCG WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 290977 · KS · Approved
- PCIM REALTY ADVISORS, LLCRegistered Investment Advisers · CRD # 313281 · TX · Approved
- PCJ INVESTMENT COUNSEL LTD.Registered Investment Advisers · CRD # 174083 · Approved
- PCM ENCORE, LLCRegistered Investment Advisers · CRD # 333127 · CO · Approved
- PCM MANAGEMENT ADVISOR, LLCRegistered Investment Advisers · CRD # 323946 · OH · Approved
- PCP MANAGERS, L.P.Registered Investment Advisers · CRD # 157398 · CA · Approved
- PDS PLANNING INCRegistered Investment Advisers · CRD # 106895 · OH · Approved
- PDT PARTNERS, LLCRegistered Investment Advisers · CRD # 163776 · NY · Approved
- PEACE OF MIND FINANCIAL, INCRegistered Investment Advisers · CRD # 289067 · CO · Approved
- PEACHCAP TAX & ADVISORY, LLCRegistered Investment Advisers · CRD # 158729 · GA · Approved
- PEACHTREE INVESTMENT PARTNERS, LLCRegistered Investment Advisers · CRD # 142839 · Approved
- PEACHTREE WEALTH ADVISORS, INCRegistered Investment Advisers · CRD # 139779 · GA · Approved
- PEAK ALTITUDE PARTNERS, LPRegistered Investment Advisers · CRD # 338110 · NY · Approved
- PEAK AMERICAN INVESTMENT ADVISORS, INC.Registered Investment Advisers · CRD # 145056 · TX · Approved
- PEAK ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 106944 · CO · Approved
- PEAK CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 141488 · CO · Approved