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
- PACELINE EQUITY PARTNERS, LLCRegistered Investment Advisers · CRD # 307683 · TX · Approved
- PACIFIC STRATEGIC MANAGEMENT, LPRegistered Investment Advisers · CRD # 127990 · TX · Approved
- PALOGIC VALUE MANAGEMENT, L.P.Registered Investment Advisers · CRD # 155133 · TX · Approved
- PAN CAPITAL MANAGEMENT LPRegistered Investment Advisers · CRD # 336371 · TX · Approved
- PANTELES ADVISORS, LLCRegistered Investment Advisers · CRD # 322676 · TX · Approved
- PARADIGM ADVISORS, L.L.C.Registered Investment Advisers · CRD # 114515 · TX · Approved
- PARADIGM GLOBAL INVESTORS, LLCRegistered Investment Advisers · CRD # 338287 · TX · Approved
- PARAGON ADVISORS, L.L.C.Registered Investment Advisers · CRD # 143721 · TX · Approved
- PARATUS FINANCIAL, INC.Registered Investment Advisers · CRD # 133361 · TX · Approved
- PARKER FINANCIAL ADVISORS LLCRegistered Investment Advisers · CRD # 305188 · TX · Approved
- PARKSTONE WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 168253 · TX · Approved
- PARKWAY ADVISORS, L.P.Registered Investment Advisers · CRD # 112629 · TX · Approved
- PARKWAY WEALTH MANAGEMENT GROUP, LLCRegistered Investment Advisers · CRD # 333971 · TX · Approved
- PATHWAY WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 283774 · TX · Approved
- PATRON PARTNERS, LLCRegistered Investment Advisers · CRD # 310629 · TX · Approved
- PAX FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 284164 · TX · Approved
- PCIM REALTY ADVISORS, LLCRegistered Investment Advisers · CRD # 313281 · TX · Approved
- PEAK AMERICAN INVESTMENT ADVISORS, INC.Registered Investment Advisers · CRD # 145056 · TX · Approved
- PEAK ROCK CAPITAL LLCRegistered Investment Advisers · CRD # 165138 · TX · Approved
- PEIRCE CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 142654 · TX · Approved
- PENDER CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 281448 · TX · Approved
- PENN DAVIS MCFARLAND INCRegistered Investment Advisers · CRD # 110417 · TX · Approved
- PENNEY FINANCIAL, LLCRegistered Investment Advisers · CRD # 282084 · TX · Approved
- PENNYBACKER CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 160056 · TX · Approved
- PER STIRLING CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 151671 · TX · Approved
- PEREA CAPITAL, LLCRegistered Investment Advisers · CRD # 171657 · TX · Approved
- PERMIAN INVESTMENT PARTNERS, LPRegistered Investment Advisers · CRD # 156893 · TX · Approved
- PERRYMAN FINANCIAL ADVISORY, INC.Registered Investment Advisers · CRD # 107653 · TX · Approved
- PERSONAL MONEY PLANNING, LLCRegistered Investment Advisers · CRD # 112178 · TX · Approved
- PETROCAP, LLCRegistered Investment Advisers · CRD # 169688 · TX · Approved
- PHOENIX CAPITAL REALTY ADVISORS, LLCRegistered Investment Advisers · CRD # 161129 · TX · Approved
- PICKERING ENERGY PARTNERS LPRegistered Investment Advisers · CRD # 302116 · TX · Approved
- PIN OAK INVESTMENT ADVISORS INCRegistered Investment Advisers · CRD # 105550 · TX · Approved
- PINE VALLEY CAPITAL PARTNERS LLCRegistered Investment Advisers · CRD # 330556 · TX · Approved
- PINGORA PARTNERS LLCRegistered Investment Advisers · CRD # 148262 · TX · Approved
- PIONEER WEALTH MANAGEMENT GROUP, INCRegistered Investment Advisers · CRD # 133429 · TX · Approved
- PIVOT POINT ADVISORS, LLCRegistered Investment Advisers · CRD # 130562 · TX · Approved
- PLAGENS & TAYLOR WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 335178 · TX · Approved
- PLANGUIDE FINANCIAL LLCRegistered Investment Advisers · CRD # 329089 · TX · Approved
- PLANNING WORKS ADVISORY, INC.Registered Investment Advisers · CRD # 317834 · TX · Approved
- PLATFORM PARTNERS LLCRegistered Investment Advisers · CRD # 286532 · TX · Approved
- PMG FAMILY OFFICE, LLCRegistered Investment Advisers · CRD # 312154 · TX · Approved
- PMV CAPITAL ADVISERS, LLCRegistered Investment Advisers · CRD # 308010 · TX · Approved
- POINT BRIDGE CAPITAL, LLCRegistered Investment Advisers · CRD # 168071 · TX · Approved
- PONTEM INVESTMENT MANAGEMENT COMPANYRegistered Investment Advisers · CRD # 330449 · TX · Approved
- PORTFOLIO ADVISORY COUNCIL, L.L.C.Registered Investment Advisers · CRD # 107465 · TX · Approved
- PORTFOLIO MANAGEMENT, LLCRegistered Investment Advisers · CRD # 107129 · TX · Approved
- POSITION WEALTH LLCRegistered Investment Advisers · CRD # 325116 · TX · Approved
- PRECEDENT WEALTH PARTNERS, LLCRegistered Investment Advisers · CRD # 325203 · TX · Approved
- PRECEPT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 114671 · TX · Approved