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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- PARADIGM WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 148662 · OH · Approved
- PARK EDGE ADVISORS, LLCRegistered Investment Advisers · CRD # 317521 · OH · Approved
- PCA INVESTMENT ADVISORY SERVICES, INC.Registered Investment Advisers · CRD # 123475 · OH · Approved
- PCM MANAGEMENT ADVISOR, LLCRegistered Investment Advisers · CRD # 323946 · OH · Approved
- PDS PLANNING INCRegistered Investment Advisers · CRD # 106895 · OH · Approved
- PEAK RETIREMENT PLANNING, INC.Registered Investment Advisers · CRD # 317592 · OH · Approved
- PEAK WEALTH SOLUTIONS, INC.Registered Investment Advisers · CRD # 127391 · OH · Approved
- PEB CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 315241 · OH · Approved
- PEERLESS WEALTH LLCRegistered Investment Advisers · CRD # 305807 · OH · Approved
- PERSONAL CHOICE FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 110384 · OH · Approved
- PINNACLE WEALTH PLANNING SERVICES, INC.Registered Investment Advisers · CRD # 106817 · OH · Approved
- PLANNED FINANCIAL SERVICES, LLCRegistered Investment Advisers · CRD # 112879 · OH · Approved
- POLARIS FINANCIAL PARTNERS, LLCRegistered Investment Advisers · CRD # 299258 · OH · Approved
- PRASAD WEALTH PARTNERS, LLCRegistered Investment Advisers · CRD # 332507 · OH · Approved
- PREMIER INVESTMENT ADVISORS, INC.Registered Investment Advisers · CRD # 121028 · OH · Approved
- PRESPER FINANCIAL ARCHITECTS, LLCRegistered Investment Advisers · CRD # 297538 · OH · Approved
- PURTILL FINANCIAL LLCRegistered Investment Advisers · CRD # 133764 · OH · Approved