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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- P. J. SCHMIDT INVESTMENT MANAGEMENT, INCRegistered Investment Advisers · CRD # 104701 · WI · Approved
- PACKERLAND BROKERAGE SERVICES, INC.Registered Investment Advisers · CRD # 37031 · WI · Approved
- PALADIN PARTNERS, LLCRegistered Investment Advisers · CRD # 132024 · WI · Approved
- PARK CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 158965 · WI · Approved
- PAVLIC INVESTMENT ADVISORS, INC.Registered Investment Advisers · CRD # 111246 · WI · Approved
- PLUS GROUP WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 300714 · WI · Approved
- POEHLING CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 131668 · WI · Approved
- PORTFOLIO DESIGN SERVICES, LLCRegistered Investment Advisers · CRD # 131506 · WI · Approved
- PROFESSIONAL FINANCIAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 154016 · WI · Approved
- PROVIDENT TRUST COMPANYRegistered Investment Advisers · CRD # 110118 · WI · Approved