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
- MCKINNEY CAPITAL, LLCRegistered Investment Advisers · CRD # 315545 · AL · Approved
- MELD FINANCIAL, INC.Registered Investment Advisers · CRD # 118896 · AL · Approved
- MITCHELL, MCLEOD, PUGH & WILLIAMS, INC.Registered Investment Advisers · CRD # 138240 · AL · Approved
- MONEY MANAGEMENT SERVICES, INC.Registered Investment Advisers · CRD # 106832 · AL · Approved
- NAVIANT PARTNERS, LLCRegistered Investment Advisers · CRD # 339108 · AL · Approved
- NAVIGATE 401K, LLCRegistered Investment Advisers · CRD # 309466 · AL · Approved
- NAVIGATE PRIVATE FUND ADVISORS LLCRegistered Investment Advisers · CRD # 313687 · AL · Approved
- NAVIGATE WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 173770 · AL · Approved
- NCP MANAGEMENT HOLDINGS, INC.Registered Investment Advisers · CRD # 160075 · AL · Approved
- OAKWORTH ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 335388 · AL · Approved
- ONEASCENT CAPITAL LLCRegistered Investment Advisers · CRD # 323220 · AL · Approved
- ONEASCENT FAMILY OFFICE LLCRegistered Investment Advisers · CRD # 323305 · AL · Approved
- ONEASCENT FINANCIAL SERVICES LLCRegistered Investment Advisers · CRD # 284549 · AL · Approved
- ONEASCENT INVESTMENT SOLUTIONS, LLCRegistered Investment Advisers · CRD # 285512 · AL · Approved
- ONEASCENT WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 308057 · AL · Approved
- PARK LANE ADVISORS, LLCRegistered Investment Advisers · CRD # 338445 · AL · Approved
- PARK PLACE CAPITAL CORPORATIONRegistered Investment Advisers · CRD # 107952 · AL · Approved
- PEOPLE MAKE THE DIFFERENCE, INC.Registered Investment Advisers · CRD # 159443 · AL · Approved
- PORTER WHITE INVESTMENT ADVISORS, INC.Registered Investment Advisers · CRD # 110876 · AL · Approved
- REGIONS INVESTMENT MANAGEMENT, INC.Registered Investment Advisers · CRD # 111715 · AL · Approved
- RESOURCE MANAGEMENT SERVICE, LLCRegistered Investment Advisers · CRD # 130791 · AL · Approved
- RETIREMENT ADVISORS, INC.Registered Investment Advisers · CRD # 122122 · AL · Approved
- RFG ADVISORY, LLCRegistered Investment Advisers · CRD # 158401 · AL · Approved
- SMITH THORNTON ADVISORS, LLCRegistered Investment Advisers · CRD # 312537 · AL · Approved
- SOUTHERN CAPITAL SERVICES, INC.Registered Investment Advisers · CRD # 105582 · AL · Approved
- SOUTHERN FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 142644 · AL · Approved
- STEADMONT ADVISORS, LLCRegistered Investment Advisers · CRD # 328882 · AL · Approved
- STONEX ADVISORS INC.Registered Investment Advisers · CRD # 174182 · AL · Approved
- STRAUSS WEALTH ADVISING, INC.Registered Investment Advisers · CRD # 310512 · AL · Approved
- SUNBURST FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 283605 · AL · Approved
- THE WELCH GROUP, LLCRegistered Investment Advisers · CRD # 111273 · AL · Approved
- TIMBERCHASE FINANCIAL, LLCRegistered Investment Advisers · CRD # 131205 · AL · Approved
- TRUEWEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 298838 · AL · Approved
- TRUST ADVISORY GROUP LTDRegistered Investment Advisers · CRD # 106926 · AL · Approved
- TUCKER JR., DOUGLAS, RAYRegistered Investment Advisers · CRD # 298292 · AL · Approved
- VULCAN VALUE PARTNERS LLCRegistered Investment Advisers · CRD # 151190 · AL · Approved
- WALTON FINANCIALRegistered Investment Advisers · CRD # 331634 · AL · Approved
- WAVERLY ADVISORS, LLCRegistered Investment Advisers · CRD # 115332 · AL · Approved
- WFG CAPITAL ADVISORS, LLCRegistered Investment Advisers · CRD # 310008 · AL · Approved
- WILKINS MILLER WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 162222 · AL · Approved