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
- SABAL INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 169572 · CA · Approved
- SACKETT WEALTH ADVISORS, INC.Registered Investment Advisers · CRD # 289950 · CA · Approved
- SAFEGUARD INVESTMENT ADVISORY GROUP, LLCRegistered Investment Advisers · CRD # 146132 · CA · Approved
- SAGE RHINO CAPITAL LLCRegistered Investment Advisers · CRD # 290148 · CA · Approved
- SAGE STONE WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 155477 · CA · Approved
- SAGENT WEALTH MANAGEMENTRegistered Investment Advisers · CRD # 147890 · CA · Approved
- SALEM PARTNERS WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 131359 · CA · Approved
- SAM ADVISORS, LLCRegistered Investment Advisers · CRD # 108685 · CA · Approved
- SANCUS CAPITAL MANAGEMENT LPRegistered Investment Advisers · CRD # 157121 · CA · Approved
- SAND HILL GLOBAL ADVISORS, LLCRegistered Investment Advisers · CRD # 111295 · CA · Approved
- SANDBRIDGE INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 169112 · CA · Approved
- SANDEEP VARMA WEALTH STRATEGIES, LLCRegistered Investment Advisers · CRD # 137705 · CA · Approved
- SARATOGA RESEARCH & INVESTMENT MANAGEMENTRegistered Investment Advisers · CRD # 110506 · CA · Approved
- SAS FINANCIAL ADVISORS, LLC.Registered Investment Advisers · CRD # 288015 · CA · Approved
- SASSER INVESTMENT MANAGEMENT, INC.Registered Investment Advisers · CRD # 110886 · CA · Approved
- SAVANT PARTNERS, LLCRegistered Investment Advisers · CRD # 312567 · CA · Approved
- SAXON SECURITIES LLCRegistered Investment Advisers · CRD # 155168 · CA · Approved
- SAYBROOK FUND ADVISORS, LLCRegistered Investment Advisers · CRD # 158634 · CA · Approved
- SB INVESTMENT ADVISERS (US) INC.Registered Investment Advisers · CRD # 286323 · CA · Approved
- SCENIC MANAGEMENT LLCRegistered Investment Advisers · CRD # 315808 · CA · Approved
- SCGE MANAGEMENT, L.P.Registered Investment Advisers · CRD # 157402 · CA · Approved
- SCHARF INVESTMENTS, LLCRegistered Investment Advisers · CRD # 105508 · CA · Approved
- SCHAUER INVESTMENT MANAGEMENT, INC.Registered Investment Advisers · CRD # 283119 · CA · Approved
- SCHMITZ CAPITAL PARTNERS, LLCRegistered Investment Advisers · CRD # 105702 · CA · Approved
- SCHNIEDERS CAPITAL MANAGEMENT, LLC.Registered Investment Advisers · CRD # 120952 · CA · Approved
- SCHWAB WEALTH ADVISORY, INC.Registered Investment Advisers · CRD # 159035 · CA · Approved
- SCI CAPITAL PARTNERS LPRegistered Investment Advisers · CRD # 332592 · CA · Approved
- SCSC ADVISORS, LLCRegistered Investment Advisers · CRD # 343551 · CA · 120-Day Approval
- SDS REAL ESTATE ADVISORSRegistered Investment Advisers · CRD # 309932 · CA · Approved
- SEA CLIFF PARTNERS MANAGEMENT, LPRegistered Investment Advisers · CRD # 316909 · CA · Approved
- SEABIRD FINANCIAL CORPORATIONRegistered Investment Advisers · CRD # 284125 · CA · Approved
- SEAFARER CAPITAL PARTNERS, LLCRegistered Investment Advisers · CRD # 158671 · CA · Approved
- SEAGULL LANE ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 282566 · CA · Approved
- SEASIDE EQUITY PARTNERS, LLCRegistered Investment Advisers · CRD # 307171 · CA · Approved
- SEASIDE WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 271039 · CA · Approved
- SECOND 50 FINANCIAL LLCRegistered Investment Advisers · CRD # 318626 · CA · Approved
- SECTION PARTNERS MANAGEMENT, LLCRegistered Investment Advisers · CRD # 314618 · CA · Approved
- SECURA FINANCIAL, LLCRegistered Investment Advisers · CRD # 137324 · CA · Approved
- SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.Registered Investment Advisers · CRD # 132777 · CA · Approved
- SEEK FIRST INC.Registered Investment Advisers · CRD # 312546 · CA · Approved
- SEIDLER KUTSENDA MANAGEMENT COMPANY, LLCRegistered Investment Advisers · CRD # 156909 · CA · Approved
- SELBY WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 334084 · CA · Approved
- SELDON CAPITAL LPRegistered Investment Advisers · CRD # 300755 · CA · Approved
- SELECT MONEY MANAGEMENT, INC.Registered Investment Advisers · CRD # 153256 · CA · Approved
- SENECA PRIVATE WEALTH, LLCRegistered Investment Advisers · CRD # 334161 · CA · Approved
- SENTINEL DOME PARTNERS, LLCRegistered Investment Advisers · CRD # 172019 · CA · Approved
- SENTINEL GLOBAL LPRegistered Investment Advisers · CRD # 326444 · CA · Approved
- SENTINEL ROCK REALTY TRUST INC.Registered Investment Advisers · CRD # 337421 · CA · Approved
- SENTRY ADVISORS, LLCRegistered Investment Advisers · CRD # 174042 · CA · Approved
- SEPULVEDA MANAGEMENT LLCRegistered Investment Advisers · CRD # 284290 · CA · Approved