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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- P3 ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 327327 · WA · Approved
- PACIFIC ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 115157 · WA · Approved
- PACIFIC FINANCIAL ADVISORS, INC.Registered Investment Advisers · CRD # 154160 · WA · Approved
- PACIFIC SAGE PARTNERS, LLCRegistered Investment Advisers · CRD # 315663 · WA · Approved
- PACK VENTURES MANAGEMENT, LLCExempt Reporting Advisers · CRD # 317489 · WA · ERA - Active
- PARA WEALTH ADVISORS, INC.Registered Investment Advisers · CRD # 322683 · WA · Approved
- PARAMETRIC PORTFOLIO ASSOCIATES LLCRegistered Investment Advisers · CRD # 114310 · WA · Approved
- PARCION PRIVATE WEALTH LLCRegistered Investment Advisers · CRD # 305115 · WA · Approved
- PARKER FINANCIAL LLCRegistered Investment Advisers · CRD # 144293 · WA · Approved
- PATHMONT, LLCRegistered Investment Advisers · CRD # 299217 · WA · Approved
- PAUL R. RIED FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 297284 · WA · Approved
- PETERSEN HASTINGS WEALTH ADVISORS, INC.Registered Investment Advisers · CRD # 110952 · WA · Approved
- PETRIE CAPITAL MANAGEMENT LLC.Registered Investment Advisers · CRD # 136480 · WA · Approved
- PIKE STREET CAPITAL, LPRegistered Investment Advisers · CRD # 300264 · WA · Approved
- PINNACLE PARTNER MANAGEMENT LLCRegistered Investment Advisers · CRD # 324639 · WA · Approved
- PIONEER SQUARE INVESTMENT ADVISOR, LLCExempt Reporting Advisers · CRD # 292854 · WA · ERA - Active
- PORTFOLIO STRATEGIES INCRegistered Investment Advisers · CRD # 104685 · WA · Approved
- PREVAIL WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 164532 · WA · Approved
- PRIVATE ADVISORY GROUP LLCRegistered Investment Advisers · CRD # 170043 · WA · Approved
- PRIVATE ASSET MANAGEMENT INCRegistered Investment Advisers · CRD # 108815 · WA · Approved
- PUGH CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 111765 · WA · Approved