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
- PERENNIAL ADVISORS GROUP, LLCRegistered Investment Advisers · CRD # 128600 · MA · Approved
- PERENNIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 168859 · NY · Approved
- PERENNIAL INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 286477 · CA · Approved
- PEREON WEALTH LLCRegistered Investment Advisers · CRD # 338908 · Approved
- PERFORMA LIMITED (US), LLCRegistered Investment Advisers · CRD # 154232 · SC · Approved
- PERFORMANCE EQUITY MANAGEMENT, LLCRegistered Investment Advisers · CRD # 110207 · CT · Approved
- PERFORMANCE WEALTH PARTNERS, LLCRegistered Investment Advisers · CRD # 311735 · IL · Approved
- PERIGEE CAPITAL, LPRegistered Investment Advisers · CRD # 122085 · FL · Approved
- PERIGON WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 131037 · CA · Approved
- PERINI CAPITAL, LLCRegistered Investment Advisers · CRD # 158540 · NM · Approved
- PERIOPE, LCRegistered Investment Advisers · CRD # 144256 · UT · Approved
- PERIPHAS CAPITAL, LPRegistered Investment Advisers · CRD # 291980 · NY · Approved
- PERISCOPE EQUITY LLCRegistered Investment Advisers · CRD # 290326 · IL · Approved
- PERISSOS PRIVATE WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 217514 · OK · Approved
- PERKINS CAPITAL MANAGEMENT INCRegistered Investment Advisers · CRD # 105028 · MN · Approved
- PERMANENS CAPITAL L.P.Registered Investment Advisers · CRD # 157476 · SC · Approved
- PERMANENT CAPITAL MANAGEMENT, LPRegistered Investment Advisers · CRD # 328318 · IL · Approved
- PERMANENT EQUITY MANAGEMENT, LLCRegistered Investment Advisers · CRD # 309530 · MO · Approved
- PERMIAN INVESTMENT PARTNERS, LPRegistered Investment Advisers · CRD # 156893 · TX · Approved
- PERMIRA CREDIT LLCRegistered Investment Advisers · CRD # 330996 · CA · Approved
- PERMIT CAPITAL, LLCRegistered Investment Advisers · CRD # 138436 · PA · Approved
- PERPETUA INVESTMENT MANAGERS (PTY) LIMITEDRegistered Investment Advisers · CRD # 315222 · Approved
- PERPETUITY ASSET MANAGEMENT INCRegistered Investment Advisers · CRD # 105555 · Approved
- PERRY CAPITAL PARTNERS LLCRegistered Investment Advisers · CRD # 312808 · Approved
- PERRY CREEK CAPITAL LPRegistered Investment Advisers · CRD # 172376 · NY · Approved
- PERRYMAN FINANCIAL ADVISORY, INC.Registered Investment Advisers · CRD # 107653 · TX · Approved
- PERRYRIDGE CAPITAL LPRegistered Investment Advisers · CRD # 331781 · CT · Approved
- PERSHING SQUARE CAPITAL MANAGEMENT, L.P.Registered Investment Advisers · CRD # 132982 · NY · Approved
- PERSIMMON CAPITAL MANAGEMENT, LPRegistered Investment Advisers · CRD # 334563 · PA · Approved
- PERSIUM ADVISORS, LLCRegistered Investment Advisers · CRD # 128335 · GA · Approved
- PERSONAL ASSET STRATEGIES, INC.Registered Investment Advisers · CRD # 128627 · NY · Approved
- PERSONAL CFO SOLUTIONS LLCRegistered Investment Advisers · CRD # 158248 · NJ · Approved
- PERSONAL CHOICE FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 110384 · OH · Approved
- PERSONAL FINANCIAL PROFILES INCRegistered Investment Advisers · CRD # 109327 · FL · Approved
- PERSONAL FINANCIAL SOLUTIONS, LLCRegistered Investment Advisers · CRD # 129095 · NJ · Approved
- PERSONAL MONEY PLANNING, LLCRegistered Investment Advisers · CRD # 112178 · TX · Approved
- 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
- 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