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
- SUMMIT WEALTH & RETIREMENT PLANNING, INC.Registered Investment Advisers · CRD # 285972 · ID · Approved
- SUMMIT WEALTH GROUP LLCRegistered Investment Advisers · CRD # 282205 · NH · Approved
- SUMMIT WEALTH GROUP LLCRegistered Investment Advisers · CRD # 335242 · CO · Approved
- SUMMIT WEALTH GROUP, LLCRegistered Investment Advisers · CRD # 166118 · OK · Approved
- SUMMIT WEALTH MANAGEMENT GROUP, INC.Registered Investment Advisers · CRD # 170029 · CA · Approved
- SUMMIT WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 226722 · OH · Approved
- SUMMIT WEALTH PARTNERS, LLCRegistered Investment Advisers · CRD # 283648 · FL · Approved
- SUMMITAS INVESTMENT MANAGEMENT LLCRegistered Investment Advisers · CRD # 330721 · Approved
- SUMMITPOINT CAPITAL MANAGEMENTRegistered Investment Advisers · CRD # 336856 · CO · Approved
- SUMMITRY, LLCRegistered Investment Advisers · CRD # 128586 · CA · Approved
- SUMMITTX CAPITAL, L.P.Registered Investment Advisers · CRD # 333741 · TX · Approved
- SUMNICHT & ASSOCIATES, LLCRegistered Investment Advisers · CRD # 111421 · WI · Approved
- SUN CAPITAL ADVISORS, L.P.Registered Investment Advisers · CRD # 155109 · FL · Approved
- SUN FINANCIAL, INC.Registered Investment Advisers · CRD # 333404 · UT · Approved
- SUN GROUP WEALTH PARTNERS LLCRegistered Investment Advisers · CRD # 166372 · CA · Approved
- SUN LIFE CAPITAL MANAGEMENT (U.S.) LLCRegistered Investment Advisers · CRD # 109684 · MA · Approved
- SUN MOUNTAIN CAPITAL ADVISORS, LLCRegistered Investment Advisers · CRD # 151477 · NM · Approved
- SUN MOUNTAIN PARTNERS, LLCRegistered Investment Advisers · CRD # 290560 · Approved
- SUNAMERICA ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 107338 · NY · Approved
- SUNBEAM CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 289723 · Approved
- SUNBELT SECURITIES, INC.Registered Investment Advisers · CRD # 42180 · TX · Approved
- SUNBURST FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 283605 · AL · Approved
- SUNCOAST CAPITAL MANAGEMENTRegistered Investment Advisers · CRD # 304638 · LA · Approved
- SUNCOAST EQUITY MANAGEMENT, LLCRegistered Investment Advisers · CRD # 108289 · FL · Approved
- SUNDANCE BAY INVESTMENT MANAGER, LLCRegistered Investment Advisers · CRD # 301868 · UT · Approved
- SUNDIAL WEALTH LLCRegistered Investment Advisers · CRD # 321900 · FL · Approved
- SUNDOWNER CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 146253 · Approved
- SUNDVOLD CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 108176 · MO · Approved
- SUNESIS ADVISORS, LLCRegistered Investment Advisers · CRD # 159114 · KS · Approved
- SUNPOINTE, LLCRegistered Investment Advisers · CRD # 282505 · MO · Approved
- SUNRISE FINANCIAL SERVICES LLCRegistered Investment Advisers · CRD # 325955 · WA · Approved
- SUNRISE MANAGER LLCRegistered Investment Advisers · CRD # 330704 · FL · Approved
- SUNSTATE WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 317453 · FL · Approved
- SUNSTONE ADVISORS, LLCRegistered Investment Advisers · CRD # 324002 · CA · Approved
- SUNSTONE ASSET MANAGEMENT, LPRegistered Investment Advisers · CRD # 328895 · NY · Approved
- SUNSTONE PARTNERS MANAGEMENT, LLCRegistered Investment Advisers · CRD # 305064 · CA · Approved
- SUNTX CAPITAL MANAGEMENT CORP.Registered Investment Advisers · CRD # 161332 · TX · Approved
- SUPERBLOOM PARTNERS MANAGEMENT LLCRegistered Investment Advisers · CRD # 330218 · CA · Approved
- SUPERIOR FINANCIAL, LLCRegistered Investment Advisers · CRD # 148326 · MN · Approved
- SUPERIOR PLANNING, LLCRegistered Investment Advisers · CRD # 130711 · CA · Approved
- SUPERSTATE ADVISERS LLCRegistered Investment Advisers · CRD # 336188 · NY · Approved
- SUPERSTRING CAPITAL MANAGEMENT LPRegistered Investment Advisers · CRD # 305743 · NY · Approved
- SUPREME ALLIANCE LLCRegistered Investment Advisers · CRD # 45348 · Approved
- SURGOCAP PARTNERS LPRegistered Investment Advisers · CRD # 323078 · NY · Approved
- SURIENCE PRIVATE WEALTH LLCRegistered Investment Advisers · CRD # 313055 · WA · Approved
- SUSTAINABLE ADVISORS ALLIANCE LLCRegistered Investment Advisers · CRD # 312061 · OK · Approved
- SUSTAINABLE GROWTH ADVISERS, LPRegistered Investment Advisers · CRD # 127447 · CT · Approved
- SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 166616 · NY · Approved
- SUSTAINABLE INVESTMENT SOLUTIONS, LLCRegistered Investment Advisers · CRD # 111456 · MA · Approved
- SUSTAINVEST ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 166685 · NJ · Approved