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
- BPP WEALTH SOLUTIONS, LLCRegistered Investment Advisers · CRD # 166962 · NJ · Approved
- BRAVIAS CAPITAL GROUP, LLCRegistered Investment Advisers · CRD # 289589 · NJ · Approved
- BREAKWATER CAPITAL GROUPRegistered Investment Advisers · CRD # 321097 · NJ · Approved
- BUCKMAN ADVISORY GROUP LLCRegistered Investment Advisers · CRD # 131688 · NJ · Approved
- BULLDOG INVESTORS, LLPRegistered Investment Advisers · CRD # 151585 · NJ · Approved
- BYRNE ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 125221 · NJ · Approved
- BYRON PLACE CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 282078 · NJ · Approved
- CADIA PRIVATE CLIENT LLCRegistered Investment Advisers · CRD # 337400 · NJ · Approved
- CARNEGIE LAKE ADVISORS LLCRegistered Investment Advisers · CRD # 330024 · NJ · Approved
- CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INCRegistered Investment Advisers · CRD # 107865 · NJ · Approved
- CFS INVESTMENT ADVISORY SERVICES LLCRegistered Investment Advisers · CRD # 106577 · NJ · Approved
- CHADLER INVESTMENT ADVISORY SOLUTIONS, LLCRegistered Investment Advisers · CRD # 165763 · NJ · Approved
- CHATHAM ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 157517 · NJ · Approved
- CHERRYDALE WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 171541 · NJ · Approved
- CIRCLE WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 142878 · NJ · Approved
- CIRO CAPITAL LLCRegistered Investment Advisers · CRD # 329576 · NJ · Approved
- CLEAR WAVE WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 338582 · NJ · Approved
- COLUMBUS HILL CAPITAL MANAGEMENT, L.P.Registered Investment Advisers · CRD # 158336 · NJ · Approved
- COMPASS PRIVATE WEALTH GROUP LLCRegistered Investment Advisers · CRD # 316785 · NJ · Approved
- COMPREHENSIVE CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 119890 · NJ · Approved
- CONCORD ADVISORY GROUP LTDRegistered Investment Advisers · CRD # 107291 · NJ · Approved
- CONCORD MANAGEMENT SERVICES, LLCRegistered Investment Advisers · CRD # 292760 · NJ · Approved
- CONDOR CAPITAL MANAGEMENTRegistered Investment Advisers · CRD # 104920 · NJ · Approved
- CONVERSANT CAPITAL LLCRegistered Investment Advisers · CRD # 308201 · NJ · Approved
- COPPER BEECH FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 313156 · NJ · Approved
- CORA CAPITAL ADVISORS LLCRegistered Investment Advisers · CRD # 318134 · NJ · Approved
- COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLCRegistered Investment Advisers · CRD # 150088 · NJ · Approved
- CORNERSTONE PLANNING GROUP INC.Registered Investment Advisers · CRD # 307189 · NJ · Approved
- CORRADO ADVISORS, LLCRegistered Investment Advisers · CRD # 111721 · NJ · Approved
- COVENANT ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 108567 · NJ · Approved
- COVINGTON & ASSOCIATES, INC.Registered Investment Advisers · CRD # 113357 · NJ · Approved
- CRA FINANCIAL SERVICES, L.L.C.Registered Investment Advisers · CRD # 124004 · NJ · Approved
- CRE VENTURE CAPITAL, INC.Registered Investment Advisers · CRD # 317875 · NJ · Approved
- CREDIT CAPITAL INVESTMENTS, LLCRegistered Investment Advisers · CRD # 160537 · NJ · Approved
- CURASSET CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 316522 · NJ · Approved
- CURCIO WEBB LLCRegistered Investment Advisers · CRD # 109066 · NJ · Approved
- CYBORGWEALTH, LLCRegistered Investment Advisers · CRD # 150897 · NJ · Approved
- CYPRESS FINANCIAL PLANNING, LLCRegistered Investment Advisers · CRD # 151014 · NJ · Approved
- DAVIDSON WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 153227 · NJ · Approved
- DELTA CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 106248 · NJ · Approved
- DGS CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 281938 · NJ · Approved
- DHH ADVISORS, LLCRegistered Investment Advisers · CRD # 169687 · NJ · Approved
- DIADEMA PARTNERS LPRegistered Investment Advisers · CRD # 331527 · NJ · Approved
- DIVERSIFIED PLANNING STRATEGIES ADVISORS LLCRegistered Investment Advisers · CRD # 321737 · NJ · Approved
- DUMONT & BLAKE INVESTMENT ADVISORS LLCRegistered Investment Advisers · CRD # 109318 · NJ · Approved
- EAGLE WEALTH STRATEGIES, LLCRegistered Investment Advisers · CRD # 323814 · NJ · Approved
- EAST COAST WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 136155 · NJ · Approved
- EDGESTREAM PARTNERS, L.P.Registered Investment Advisers · CRD # 166338 · NJ · Approved
- EGIS CAPITAL PARTNERS LPRegistered Investment Advisers · CRD # 306123 · NJ · Approved
- EMBASSY ASSET MANAGEMENT LPRegistered Investment Advisers · CRD # 314768 · NJ · Approved