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
- 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
- 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
- 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
- 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
- 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
- DOLAN CAPITAL ADVISORS, LLCRegistered Investment Advisers · CRD # 269886 · NC · Approved
- DOVETAIL FINANCIAL GROUP LLCRegistered Investment Advisers · CRD # 311298 · NC · Approved
- EASTOVER INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 150821 · NC · Approved
- 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
- EVERSTAR ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 313334 · NC · Approved
- FALFURRIAS MANAGEMENT PARTNERS LPRegistered Investment Advisers · CRD # 163076 · NC · Approved
- FAMILY LEGACY FINANCIAL SOLUTIONS, LLCRegistered Investment Advisers · CRD # 314351 · NC · Approved
- FAMILY WEALTH PARTNERS, LLCRegistered Investment Advisers · CRD # 317764 · NC · Approved
- FC CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 161220 · NC · Approved
- FCA PARTNERS, LLCRegistered Investment Advisers · CRD # 322393 · NC · Approved
- FINANCIAL SYMMETRY INCORPORATEDRegistered Investment Advisers · CRD # 118443 · NC · Approved
- FIRST CITIZENS ASSET MANAGEMENT, INCRegistered Investment Advisers · CRD # 140777 · NC · Approved
- FIRST CITIZENS INVESTOR SERVICES, INC.Registered Investment Advisers · CRD # 44430 · NC · Approved
- FIRST FINANCIAL GROUP CORPORATIONRegistered Investment Advisers · CRD # 134006 · NC · Approved
- FIRST OAK WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 288316 · NC · Approved
- FIVE POINTS CAPITAL LLCRegistered Investment Advisers · CRD # 160792 · NC · Approved
- FOREST CAPITAL OPERATING COMPANY LLCRegistered Investment Advisers · CRD # 325514 · NC · Approved