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
- DAVIS SELECTED ADVISERS LPRegistered Investment Advisers · CRD # 108674 · AZ · Approved
- DECISIONPOINT FINANCIAL, LLCRegistered Investment Advisers · CRD # 296988 · AZ · Approved
- DEGREEN PRIVATE WEALTH, LLCRegistered Investment Advisers · CRD # 332192 · AZ · Approved
- DEW WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 114148 · AZ · Approved
- DYNAMIC ADVISOR SOLUTIONS LLCRegistered Investment Advisers · CRD # 151367 · AZ · Approved
- DYNAMIC WEALTH ADVISORSRegistered Investment Advisers · CRD # 169792 · AZ · Approved
- EATON-CAMBRIDGE INC.Registered Investment Advisers · CRD # 116798 · AZ · Approved
- EMBARK WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 157950 · AZ · Approved
- ENDEAVOR ADVISORS LLCRegistered Investment Advisers · CRD # 309563 · AZ · Approved
- ENSIGN ADVISORY PARTNERS LLCRegistered Investment Advisers · CRD # 325650 · AZ · Approved
- ESTANCIA CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 166478 · AZ · Approved
- FAITH INVESTOR SERVICES LLCRegistered Investment Advisers · CRD # 313337 · AZ · Approved
- FAMILY OFFICE INVESTMENT ADVISORY LLCRegistered Investment Advisers · CRD # 339607 · AZ · Approved
- FARNAM FINANCIAL, LLCRegistered Investment Advisers · CRD # 306180 · AZ · Approved
- FINANCIAL DIRECTIONS LLCRegistered Investment Advisers · CRD # 108475 · AZ · Approved
- FINANCIAL LIFE PLANNERS LLCRegistered Investment Advisers · CRD # 129415 · AZ · Approved
- FINANCIAL PLANNING FIRST, LLCRegistered Investment Advisers · CRD # 319273 · AZ · Approved
- FIVE SPEED FINANCIAL PLANNING LLCRegistered Investment Advisers · CRD # 339660 · AZ · Approved
- FOOTHILLS ADVISORS, LLCRegistered Investment Advisers · CRD # 298408 · AZ · Approved
- FORM PROSPERITY WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 307792 · AZ · Approved
- FORTITUDE FAMILY OFFICE, LLCRegistered Investment Advisers · CRD # 317615 · AZ · Approved
- FORTRESS FINANCIAL SOLUTIONS, LLCRegistered Investment Advisers · CRD # 143969 · AZ · Approved
- FOUNDATIONS INVESTMENT ADVISORS LLCRegistered Investment Advisers · CRD # 175083 · AZ · Approved
- GALLOWAY ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 141091 · AZ · Approved
- GALVIN, GAUSTAD & STEIN, LLCRegistered Investment Advisers · CRD # 153410 · AZ · Approved
- GI MANAGER L.P.Registered Investment Advisers · CRD # 161573 · AZ · Approved
- GLOBAL PORTFOLIO SOLUTIONS, INC.Registered Investment Advisers · CRD # 333381 · AZ · Approved
- GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLCRegistered Investment Advisers · CRD # 175300 · AZ · Approved
- GORDIAN ADVISORS, LLCRegistered Investment Advisers · CRD # 121362 · AZ · Approved
- GR FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 172370 · AZ · Approved
- GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 306068 · AZ · Approved
- GREENBERG FINANCIAL GROUPRegistered Investment Advisers · CRD # 38747 · AZ · Approved
- HARDING WEALTH, INC.Registered Investment Advisers · CRD # 282686 · AZ · Approved
- HARMONY ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 116069 · AZ · Approved
- HAWS FINANCIAL PLANNING LLCRegistered Investment Advisers · CRD # 299122 · AZ · Approved
- HEFFERNAN ADVISORY, INC.Registered Investment Advisers · CRD # 116771 · AZ · Approved
- HERITAGE FAMILY OFFICES, LLPRegistered Investment Advisers · CRD # 323930 · AZ · Approved
- HILLSPRING FINANCIAL, INC.Registered Investment Advisers · CRD # 113938 · AZ · Approved
- ICW INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 135081 · AZ · Approved
- IDX ADVISORS, LLCRegistered Investment Advisers · CRD # 299658 · AZ · Approved
- IMMACULATE WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 167657 · AZ · Approved
- INDIGO PARTNERS LLCRegistered Investment Advisers · CRD # 163648 · AZ · Approved
- INTERWEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 155597 · AZ · Approved
- INTRINSIC VALUE PARTNERS, LLCRegistered Investment Advisers · CRD # 165214 · AZ · Approved
- INTRINSIC WEALTH COUNSEL, INC.Registered Investment Advisers · CRD # 105022 · AZ · Approved
- IRONWOOD FINANCIAL, LLCRegistered Investment Advisers · CRD # 151004 · AZ · Approved
- IRONWOOD INVESTMENT COUNSEL, LLCRegistered Investment Advisers · CRD # 110623 · AZ · Approved
- IRONWOOD WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 200511 · AZ · Approved
- J. P. DAVIS, INC.Registered Investment Advisers · CRD # 289548 · AZ · Approved
- JUNCTURE WEALTH STRATEGIES, LLCRegistered Investment Advisers · CRD # 298110 · AZ · Approved