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
- HIBERNIA WEALTH PARTNERS, LLCRegistered Investment Advisers · CRD # 319509 · LA · Approved
- HMV WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 297747 · LA · Approved
- HUBBELL STRICKLAND WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 301715 · LA · Approved
- JCN FINANCIAL & TAX ADVISORY GROUP, LLCRegistered Investment Advisers · CRD # 174358 · LA · Approved
- KG CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 164500 · LA · Approved
- KROPOG FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 282747 · LA · Approved
- LMG WEALTH PARTNERS, LLCRegistered Investment Advisers · CRD # 318023 · LA · Approved
- LONGUEVUE MANAGEMENT COMPANY LLCRegistered Investment Advisers · CRD # 330117 · LA · Approved
- LYONS CAPITAL GROUP, LLCRegistered Investment Advisers · CRD # 335733 · LA · Approved
- MARITIME PARTNERS, LLCRegistered Investment Advisers · CRD # 300186 · LA · Approved
- MAVEN ROYALTY PARTNERS, LLCRegistered Investment Advisers · CRD # 288377 · LA · Approved
- MERIWETHER WEALTH & PLANNING, LLCRegistered Investment Advisers · CRD # 310713 · LA · Approved
- MONTZ HARCUS WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 301963 · LA · Approved
- NEWEDGE ADVISORS, LLCRegistered Investment Advisers · CRD # 171351 · LA · Approved
- ORLEANS CAPITAL MANAGEMENT CORPRegistered Investment Advisers · CRD # 111359 · LA · Approved
- PARADIEM, LLCRegistered Investment Advisers · CRD # 158200 · LA · Approved
- PELICAN ADVISORY LLCRegistered Investment Advisers · CRD # 330658 · LA · Approved
- PELICAN INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 313227 · LA · Approved
- PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)Registered Investment Advisers · CRD # 109965 · LA · Approved
- REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.Registered Investment Advisers · CRD # 113181 · LA · Approved
- RIDGE ROAD WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 343684 · LA · 120-Day Approval
- RON CARAZO AND ASSOCIATES, L.L.C.Registered Investment Advisers · CRD # 342791 · LA · 120-Day Approval
- SEARCH FUND ACCELERATOR, LLCRegistered Investment Advisers · CRD # 281491 · LA · Approved
- SECOND LINE CAPITAL, LLCRegistered Investment Advisers · CRD # 324386 · LA · Approved
- SISUNG INVESTMENT MANAGEMENT SERVICES LLCRegistered Investment Advisers · CRD # 107318 · LA · Approved
- SPINOSA WEALTH MANAGEMENT GROUP, LLCRegistered Investment Advisers · CRD # 170903 · LA · Approved
- ST. DENIS J. VILLERE & CO., LLCRegistered Investment Advisers · CRD # 105159 · LA · Approved
- STOKES FAMILY OFFICE LLCRegistered Investment Advisers · CRD # 300899 · LA · Approved
- STONE WEALTH PARTNERS LLCRegistered Investment Advisers · CRD # 308429 · LA · Approved
- SUMMIT FINANCIAL WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 171278 · LA · Approved
- SUNCOAST CAPITAL MANAGEMENTRegistered Investment Advisers · CRD # 304638 · LA · Approved
- THE ARCHER CONSULTING GROUP, LLCRegistered Investment Advisers · CRD # 156062 · LA · Approved
- THIRTYNORTH INVESTMENTS, LLCRegistered Investment Advisers · CRD # 155355 · LA · Approved
- VINES CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 298727 · LA · Approved
- WALTER C. FLOWER & CO., INCRegistered Investment Advisers · CRD # 110775 · LA · Approved
- WATERS, PARKERSON & CO., LLCRegistered Investment Advisers · CRD # 3711 · LA · Approved
- WEALTHHARBOR CAPITAL GROUP, LLCRegistered Investment Advisers · CRD # 118614 · LA · Approved