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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- THE PACIFIC GROUP LIMITEDRegistered Investment Advisers · CRD # 161424 · Approved
- THE PALISADES GROUP, LLCRegistered Investment Advisers · CRD # 165609 · TX · Approved
- THE PALMER KNIGHT COMPANYRegistered Investment Advisers · CRD # 112983 · FL · Approved
- THE PARTNERS WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 314816 · CA · Approved
- THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLCRegistered Investment Advisers · CRD # 172470 · MA · Approved
- THE PATTEN GROUP, INC.Registered Investment Advisers · CRD # 168255 · TN · Approved
- THE PERSPECTIVE GROUP, LLCRegistered Investment Advisers · CRD # 175294 · KS · Approved
- THE PHOENIX FUND ADVISOR LLCRegistered Investment Advisers · CRD # 316384 · PR · Approved
- THE PICKLE PROS L.L.C.Registered Investment Advisers · CRD # 325575 · MI · Approved
- THE PINES WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 326353 · NC · Approved
- THE PINNACLE FINANCIAL GROUPRegistered Investment Advisers · CRD # 164395 · NY · Approved
- THE PITTI GROUP WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 314685 · NY · Approved
- THE PLANNER'S EDGE LLCRegistered Investment Advisers · CRD # 114616 · WA · Approved
- THE PLANNING CENTER, INC.Registered Investment Advisers · CRD # 118994 · IL · Approved
- THE PLANNING PROJECT LLCRegistered Investment Advisers · CRD # 297658 · TX · Approved
- THE PORTFOLIO STRATEGY GROUP, LLCRegistered Investment Advisers · CRD # 166593 · NY · Approved
- THE PRACTICAL PLANNER, LLCRegistered Investment Advisers · CRD # 130601 · MA · Approved
- THE PRAEDIUM GROUP LLCRegistered Investment Advisers · CRD # 161789 · FL · Approved
- THE PRIVATE INVESTMENT GROUP, INC.Registered Investment Advisers · CRD # 128876 · OH · Approved
- THE PROFESSIONAL FINANCIAL COMPANY LLCRegistered Investment Advisers · CRD # 286419 · UT · Approved
- THE PROSPERITY CONSULTING GROUP, LLCRegistered Investment Advisers · CRD # 133777 · MD · Approved
- THE PUTNAM ADVISORY COMPANY, LLCRegistered Investment Advisers · CRD # 106631 · MA · Approved
- THE PUTNEY FINANCIAL GROUP LLCRegistered Investment Advisers · CRD # 111639 · CA · Approved
- THE QUARRY LPRegistered Investment Advisers · CRD # 323449 · NY · Approved
- THE QUICK GROUP LLCRegistered Investment Advisers · CRD # 334472 · NY · Approved
- THE RENAISSANCE GROUP LLCRegistered Investment Advisers · CRD # 105916 · KY · Approved
- THE RENN WEALTH MANAGEMENT GROUP, INC.Registered Investment Advisers · CRD # 117500 · GA · Approved
- THE RETIREMENT GUYS FORMULA LLCRegistered Investment Advisers · CRD # 168561 · OH · Approved
- THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.Registered Investment Advisers · CRD # 108705 · RI · Approved
- THE RETIREMENT PLANNING GROUP, LLCRegistered Investment Advisers · CRD # 129625 · KS · Approved
- THE RETIREMENT SOLUTION LLCRegistered Investment Advisers · CRD # 148106 · WA · Approved
- THE RICE PARTNERSHIP, LLCRegistered Investment Advisers · CRD # 135701 · HI · Approved
- THE ROXBOROUGH GROUP, LLCRegistered Investment Advisers · CRD # 310949 · CA · Approved
- THE RUDD COMPANY, LLCRegistered Investment Advisers · CRD # 289276 · TX · Approved
- THE SALIENT ZARVONA ENERGY FUND GP, L.P.Registered Investment Advisers · CRD # 162712 · TX · Approved
- THE SHER WEALTH MANAGEMENT GROUP, INC.Registered Investment Advisers · CRD # 172369 · MA · Approved
- THE SHERRY GROUP, INC.Registered Investment Advisers · CRD # 146271 · AR · Approved
- THE SIMMONS PARTNERSHIP, INCRegistered Investment Advisers · CRD # 156740 · MD · Approved
- THE STANICH GROUP LLCRegistered Investment Advisers · CRD # 282447 · Approved
- THE STERLING GROUP, L.P.Registered Investment Advisers · CRD # 157406 · TX · Approved
- THE STEWARDSHIP CENTER,INC.Registered Investment Advisers · CRD # 112626 · Approved
- THE STOLPER COMPANY L.L.C.Registered Investment Advisers · CRD # 132962 · OK · Approved
- THE STONE CREEK GROUP, LLCRegistered Investment Advisers · CRD # 182512 · CO · Approved
- THE STRATEGIC FINANCIAL ALLIANCE, INC.Registered Investment Advisers · CRD # 126514 · GA · Approved
- THE TENRET COMPANY, LLCRegistered Investment Advisers · CRD # 298570 · FL · Approved
- THE TURLINGTON GROUP, INC.Registered Investment Advisers · CRD # 317324 · NC · Approved
- THE VANGUARD GROUP, INC.Registered Investment Advisers · CRD # 105958 · PA · Approved
- THE VARIABLE ANNUITY LIFE INSURANCE COMPANYRegistered Investment Advisers · CRD # 104561 · TX · Approved
- THE VISTRIA GROUP, LPRegistered Investment Advisers · CRD # 167045 · IL · Approved
- THE VISUALIZE GROUP LPRegistered Investment Advisers · CRD # 327531 · NY · Approved