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
- CAMERON WEALTH, LLCRegistered Investment Advisers · CRD # 339500 · NC · 120-Day Approval
- CANNON ADVISORS, INC.Registered Investment Advisers · CRD # 293929 · NC · Approved
- CANNON WEALTH MANAGEMENT SERVICES, LLCRegistered Investment Advisers · CRD # 323302 · NC · Approved
- CAPFINANCIAL PARTNERS, LLCRegistered Investment Advisers · CRD # 175112 · NC · Approved
- CAPITAL ADVISERS, INC.Registered Investment Advisers · CRD # 118442 · NC · Approved
- CAPITAL INVESTMENT ADVISORY SERVICES, LLCRegistered Investment Advisers · CRD # 149124 · NC · Approved
- CAPITAL INVESTMENT COUNSEL INCRegistered Investment Advisers · CRD # 104591 · NC · Approved
- CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 109416 · NC · Approved
- CAPITALA PRIVATE ADVISORS, LLCRegistered Investment Advisers · CRD # 283527 · NC · Approved
- CARDINAL CAPITAL MANAGEMENT INCRegistered Investment Advisers · CRD # 108076 · NC · Approved
- CARDINAL COMPANIES, LLCExempt Reporting Advisers · CRD # 333429 · NC · ERA - Active
- CAROLINA FINANCIAL ADVISORS, INC.Registered Investment Advisers · CRD # 118823 · NC · Approved
- CAROLINA WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 131393 · NC · Approved
- CAROUSEL CAPITAL MANAGEMENT COMPANY, L.P.Registered Investment Advisers · CRD # 157822 · NC · Approved
- CASCADES CAPITAL ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 167102 · NC · Approved
- CASSIA CAPITAL PARTNERS LLCRegistered Investment Advisers · CRD # 159911 · NC · Approved
- CASTLE SECURITIES, LLCRegistered Investment Advisers · CRD # 342075 · NC · 120-Day Approval
- CHARTER WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 162299 · NC · Approved
- CHURCHILL INVESTMENT MANAGEMENT LLCRegistered Investment Advisers · CRD # 305060 · NC · Approved
- COLLEGIATE CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 118205 · NC · Approved
- COLLIE FINANCIAL PLANNING, INC.Registered Investment Advisers · CRD # 134884 · NC · Approved
- COLLWICK FUNDS GP, LLCRegistered Investment Advisers · CRD # 162923 · NC · Approved
- COLONY FAMILY OFFICES, LLCRegistered Investment Advisers · CRD # 167017 · NC · Approved
- COLTON GROOME FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 128365 · NC · Approved
- COMPERIO RETIREMENT CONSULTING, INC.Registered Investment Advisers · CRD # 140786 · NC · Approved
- CONDUCTOR CAPITAL MANAGEMENT, LLCExempt Reporting Advisers · CRD # 334351 · NC · ERA - Active
- CORDGRASS CAPITAL ADVISORS, LLCRegistered Investment Advisers · CRD # 311528 · NC · Approved
- CORNERSTONE ADVISORS, LLCRegistered Investment Advisers · CRD # 300891 · NC · Approved
- CORNERSTONE PLANNING, LLCRegistered Investment Advisers · CRD # 166886 · NC · Approved
- CORNERSTONE WEALTH GROUP, LLCRegistered Investment Advisers · CRD # 289971 · NC · Approved
- CORRUM CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 338387 · NC · Approved
- COUNTERWEIGHT VENTURES, LLCRegistered Investment Advisers · CRD # 327880 · NC · Approved
- COURSE MANAGEMENT INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 306974 · NC · Approved
- COVENANT VENTURE CAPITAL, LLCExempt Reporting Advisers · CRD # 316578 · NC · ERA - Active
- CROSSGEN WEALTH LLCRegistered Investment Advisers · CRD # 336270 · NC · Approved
- CROWN WEALTH GROUP LLCRegistered Investment Advisers · CRD # 299732 · NC · Approved
- DAVIDSON ADVISORY GROUP, LLCRegistered Investment Advisers · CRD # 333090 · NC · Approved
- DAVIS INVESTMENT PARTNERS, LLCRegistered Investment Advisers · CRD # 318783 · NC · Approved
- DEFENDER CAPITAL LLCRegistered Investment Advisers · CRD # 159607 · NC · Approved
- DELEGATE ADVISORS, LLCRegistered Investment Advisers · CRD # 159953 · NC · Approved
- DENTAL INNOVATION ALLIANCE MANAGEMENT COMPANY, LPExempt Reporting Advisers · CRD # 333781 · NC · ERA - Active
- DOLAN CAPITAL ADVISORS, LLCRegistered Investment Advisers · CRD # 269886 · NC · Approved
- DOVETAIL FINANCIAL GROUP LLCRegistered Investment Advisers · CRD # 311298 · NC · Approved
- EAST FRANKLIN CAPITAL, LLCRegistered Investment Advisers · CRD # 343891 · NC · 120-Day Approval
- EASTOVER INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 150821 · NC · Approved
- ECHO HEALTH VENTURES LLCExempt Reporting Advisers · CRD # 312774 · NC · ERA - Active
- EMERALD ASSET MANAGEMENT, INC.Registered Investment Advisers · CRD # 174691 · NC · Approved
- EQV ADVISORY, LLCRegistered Investment Advisers · CRD # 338271 · NC · Approved
- ETON ADVISORS GROUP, LLCRegistered Investment Advisers · CRD # 289395 · NC · Approved
- EVERGREEN WEALTH ADVISORSRegistered Investment Advisers · CRD # 326535 · NC · Approved