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
- GLADIUS CAPITAL MANAGEMENT LPRegistered Investment Advisers · CRD # 152023 · UT · Approved
- GO INVEST LLCRegistered Investment Advisers · CRD # 291884 · UT · Approved
- GRANDEUR PEAK GLOBAL ADVISORS, LLCRegistered Investment Advisers · CRD # 158270 · UT · Approved
- GUARDIAN WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 146923 · UT · Approved
- HAROLD W. DANCE INC.Registered Investment Advisers · CRD # 1582 · UT · Approved
- HAYNIE WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 305852 · UT · Approved
- HEALTHEQUITY ADVISORS, LLCRegistered Investment Advisers · CRD # 167105 · UT · Approved
- HEATON FINANCIAL, PCRegistered Investment Advisers · CRD # 134578 · UT · Approved
- HST VENTURES, LLCRegistered Investment Advisers · CRD # 317143 · UT · Approved
- IRON GATE GLOBAL ADVISORS, LLCRegistered Investment Advisers · CRD # 111177 · UT · Approved
- JACOBS EQUITYRegistered Investment Advisers · CRD # 147725 · UT · Approved
- JACOBSEN CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 116085 · UT · Approved
- JORDANELLE CAPITAL, LLCRegistered Investment Advisers · CRD # 323676 · UT · Approved
- JRS WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 306294 · UT · Approved
- KEELER THOMAS MANAGEMENT LLCRegistered Investment Advisers · CRD # 109522 · UT · Approved
- KESLER, NORMAN & WRIDE, LLCRegistered Investment Advisers · CRD # 307667 · UT · Approved
- KEYSTONE NATIONAL GROUP, LLCRegistered Investment Advisers · CRD # 142885 · UT · Approved
- KULTURA CAPITAL MANAGEMENT LPRegistered Investment Advisers · CRD # 327510 · UT · Approved
- LANDMARK WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 166989 · UT · Approved
- LARSEN, GLEN ALLENRegistered Investment Advisers · CRD # 118496 · UT · Approved
- LARSON WILLIAMS WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 311414 · UT · Approved
- LEFAVI WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 104961 · UT · Approved
- LEP MANAGEMENT LLCRegistered Investment Advisers · CRD # 173481 · UT · Approved
- LIVET WEALTH, LLCRegistered Investment Advisers · CRD # 337826 · UT · Approved
- LONE PEAK ADVISERS, LLCRegistered Investment Advisers · CRD # 296772 · UT · Approved
- LONE PEAK GLOBAL INVESTORS, LLCRegistered Investment Advisers · CRD # 153956 · UT · Approved
- LUNT CAPITAL MANAGEMENT INC.Registered Investment Advisers · CRD # 125183 · UT · Approved
- M3F, INC.Registered Investment Advisers · CRD # 151191 · UT · Approved
- MED VENTURE MANAGEMENT, LLCRegistered Investment Advisers · CRD # 335443 · UT · Approved
- MEDICUS WEALTH PLANNING, INC.Registered Investment Advisers · CRD # 282904 · UT · Approved
- NARUS FINANCIAL PARTNERS, LLCRegistered Investment Advisers · CRD # 173534 · UT · Approved
- NAVIGATE FINANCIAL LLCRegistered Investment Advisers · CRD # 325945 · UT · Approved
- NAVIGATE PRIVATE WEALTH, LLCRegistered Investment Advisers · CRD # 170774 · UT · Approved
- NET WORTH ADVISORY GROUP, LLCRegistered Investment Advisers · CRD # 126983 · UT · Approved
- NEW MILLENNIUM GROUP, LLCRegistered Investment Advisers · CRD # 299249 · UT · Approved
- NORTH CAPITAL, INC.Registered Investment Advisers · CRD # 148802 · UT · Approved
- OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLCRegistered Investment Advisers · CRD # 165355 · UT · Approved
- OLYMPUS PEAKS FINANCIAL, LLCRegistered Investment Advisers · CRD # 283040 · UT · Approved
- OXFORD WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 332725 · UT · Approved
- PARAGON CAPITAL MANAGEMENT INCRegistered Investment Advisers · CRD # 105962 · UT · Approved
- PERIOPE, LCRegistered Investment Advisers · CRD # 144256 · UT · Approved
- PESCI WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 343428 · UT · 120-Day Approval
- PETERSON PARTNERS, LLCRegistered Investment Advisers · CRD # 159450 · UT · Approved
- PETERSON ROGERS PRIVATE WEALTH, LLCRegistered Investment Advisers · CRD # 324001 · UT · Approved
- PETERSON WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 146349 · UT · Approved
- PETERSON WEALTH SERVICES INC.Registered Investment Advisers · CRD # 288620 · UT · Approved
- PHYSICIAN WEALTH ADVISORS, INC.Registered Investment Advisers · CRD # 106043 · UT · Approved
- PLATFORM WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 329313 · UT · Approved
- PORTSIDE WEALTH GROUP, LLCRegistered Investment Advisers · CRD # 325175 · UT · Approved
- PRESTIGE WEALTHWIDE, LLCRegistered Investment Advisers · CRD # 321789 · UT · Approved