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
- 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
- PRECISION FIDUCIARY PARTNERS, LLCRegistered Investment Advisers · CRD # 149694 · TX · Approved
- PRESCOTT ADVISORS, LLCRegistered Investment Advisers · CRD # 283784 · TX · Approved
- PRESIDIO INVESTORS LLCRegistered Investment Advisers · CRD # 160841 · TX · Approved
- PRESTIGE WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 336264 · TX · Approved
- PRINCIPIA WEALTH ADVISORY, LLCRegistered Investment Advisers · CRD # 152678 · TX · Approved
- PROBITY ADVISORS, INC.Registered Investment Advisers · CRD # 121849 · TX · Approved
- PROEM ADVISORS LLCRegistered Investment Advisers · CRD # 300404 · TX · Approved
- PROMUS ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 157484 · TX · Approved
- PROPHET CAPITAL ASSET MANAGEMENT LPRegistered Investment Advisers · CRD # 150683 · TX · Approved
- PROPHET EQUITY MANAGEMENT II LLCRegistered Investment Advisers · CRD # 170614 · TX · Approved
- PROPHET EQUITY MANAGEMENT LLCRegistered Investment Advisers · CRD # 163214 · TX · Approved
- PROSIGHT MANAGEMENT, LPRegistered Investment Advisers · CRD # 148791 · TX · Approved
- PROSPERA FINANCIAL SERVICES, INC.Registered Investment Advisers · CRD # 10740 · TX · Approved
- PROTA FINANCIAL, LLCRegistered Investment Advisers · CRD # 283776 · TX · Approved
- PROVIDENT FINANCIAL PLANNING, LLCRegistered Investment Advisers · CRD # 291830 · TX · Approved
- PUREWATER CAPITAL, LLCRegistered Investment Advisers · CRD # 166154 · TX · Approved
- PUTTERMAN, DEAN ELIOTRegistered Investment Advisers · CRD # 111779 · TX · Approved
- QEP ADVISERS, LLCRegistered Investment Advisers · CRD # 174733 · TX · Approved
- QMP MANAGEMENT, LLCRegistered Investment Advisers · CRD # 285478 · TX · Approved
- QUADCAP WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 151490 · TX · Approved
- QUANTOR CAPITAL LLCRegistered Investment Advisers · CRD # 332629 · TX · Approved
- QUANTUM ADVISERS, LLCRegistered Investment Advisers · CRD # 160267 · TX · Approved
- QUATTRO FINANCIAL ADVISORS LLCRegistered Investment Advisers · CRD # 284852 · TX · Approved
- QUEEN B ADVISORS, LLCRegistered Investment Advisers · CRD # 306413 · TX · Approved
- QUOTIENT WEALTH ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 336552 · TX · Approved
- QUOTIENT WEALTH PARTNERS, LLCRegistered Investment Advisers · CRD # 326819 · TX · Approved
- QVIDTVM MANAGEMENT LLCRegistered Investment Advisers · CRD # 309456 · TX · Approved
- RANGER ALTERNATIVE MANAGEMENT, L.P.Registered Investment Advisers · CRD # 145543 · TX · Approved
- RANGER INVESTMENT MANAGEMENT,L.P.Registered Investment Advisers · CRD # 124414 · TX · Approved
- RCP ADVISORS 2, LLCRegistered Investment Advisers · CRD # 289963 · TX · Approved
- REAP FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 144560 · TX · Approved
- REB CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 301890 · TX · Approved
- RECURRENT INVESTMENT ADVISORS LLCRegistered Investment Advisers · CRD # 288694 · TX · Approved
- RECURRING CAPITAL MANAGEMENT COMPANY, LLCRegistered Investment Advisers · CRD # 285114 · TX · Approved
- REDBUD ADVISORS LLCRegistered Investment Advisers · CRD # 300477 · TX · Approved
- REDEMPTION CAPITAL PARTNERS, LLCRegistered Investment Advisers · CRD # 310824 · TX · Approved
- REDFISH CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 323348 · TX · Approved