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
- BRIGHT PATH SPORTS PARTNERS, LLCRegistered Investment Advisers · CRD # 327730 · OH · Approved
- BRIXEY & MEYER CAPITAL LLCRegistered Investment Advisers · CRD # 299465 · OH · Approved
- BROADLEAF PARTNERS, LLCRegistered Investment Advisers · CRD # 137433 · OH · Approved
- BROWN FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 147056 · OH · Approved
- BULLSEYE INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 145158 · OH · Approved
- BUOYANT VENTURES MANAGEMENT, LLCExempt Reporting Advisers · CRD # 317957 · OH · ERA - Active
- C2P CAPITAL ADVISORY GROUP, LLCRegistered Investment Advisers · CRD # 156480 · OH · Approved
- CAMBRIDGE FINANCIAL GROUP, INC.Registered Investment Advisers · CRD # 112254 · OH · Approved
- CAMELOT EVENT-DRIVEN ADVISORS, LLCRegistered Investment Advisers · CRD # 291798 · OH · Approved
- CAMELOT PORTFOLIOS, LLCRegistered Investment Advisers · CRD # 145918 · OH · Approved
- CANOPY PARTNERS, LLCRegistered Investment Advisers · CRD # 324812 · OH · Approved
- CAPITAL ADVISORS, LTD., LLCRegistered Investment Advisers · CRD # 153600 · OH · Approved
- CAPITAL ASSET MANAGEMENT, INC.Registered Investment Advisers · CRD # 120597 · OH · Approved
- CAPITALWORKS, LLCRegistered Investment Advisers · CRD # 160408 · OH · Approved
- CAPSTONE WEALTH PARTNERS, LTD.Registered Investment Advisers · CRD # 152524 · OH · Approved
- CARNEGIE CAPITAL ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 150488 · OH · Approved
- CBIZ FINANCIAL SOLUTIONS, INC.Registered Investment Advisers · CRD # 16678 · OH · Approved
- CBIZ INVESTMENT ADVISORY SERVICES, LLCRegistered Investment Advisers · CRD # 286002 · OH · Approved
- CHAPMAN & CHAPMAN ADVISORS LLCRegistered Investment Advisers · CRD # 122655 · OH · Approved
- CINCINNATI ASSET MANAGEMENT INCRegistered Investment Advisers · CRD # 104946 · OH · Approved
- CINCINNATI CORNERSTONE CAPITAL LLCExempt Reporting Advisers · CRD # 306295 · OH · ERA - Active
- CINCYTECH, LLCExempt Reporting Advisers · CRD # 284743 · OH · ERA - Active
- CINTRIFUSE FUND MANAGEMENT, LLCRegistered Investment Advisers · CRD # 166973 · OH · Approved
- CITYMARK CAPITAL MANAGEMENT COMPANY LLCRegistered Investment Advisers · CRD # 291405 · OH · Approved
- CLAYMORE CAPITAL PARTNERS, LLCRegistered Investment Advisers · CRD # 309944 · OH · Approved
- CLEARSTEAD ADVISORS, LLCRegistered Investment Advisers · CRD # 105674 · OH · Approved
- CLEVELAND CAPITAL MANAGEMENT, L.L.C.Registered Investment Advisers · CRD # 341686 · OH · Approved
- CLEVELAND WEALTH, LLCRegistered Investment Advisers · CRD # 282196 · OH · Approved
- CLUTTERBUCK CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 140082 · OH · Approved
- CM WEALTH ADVISORS LLCRegistered Investment Advisers · CRD # 119467 · OH · Approved
- COLBURN WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 157870 · OH · Approved
- COLUMBUS INVESTMENT ADVISORY INC.Registered Investment Advisers · CRD # 104595 · OH · Approved
- COLUMBUS STREET WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 301788 · OH · Approved
- COMPASS FINANCIAL GROUP, INC.Registered Investment Advisers · CRD # 130867 · OH · Approved
- CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLCRegistered Investment Advisers · CRD # 119695 · OH · Approved
- CONSTELLATION INVESTMENTS, INC.Registered Investment Advisers · CRD # 107528 · OH · Approved
- COORDINATED FINANCIAL PLANNING CORPRegistered Investment Advisers · CRD # 105143 · OH · Approved
- CORE INVESTMENT ADVISORS LLCExempt Reporting Advisers · CRD # 287852 · OH · ERA - Active
- COX FINANCIAL GROUP INCRegistered Investment Advisers · CRD # 173691 · OH · Approved
- CREW CAPITAL MANAGEMENT, LTD.Registered Investment Advisers · CRD # 125402 · OH · Approved
- CROAK ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 297666 · OH · Approved
- CVNA, LLCRegistered Investment Advisers · CRD # 340877 · OH · Approved
- CYPRIUM INVESTMENT PARTNERS LLCRegistered Investment Advisers · CRD # 160746 · OH · Approved
- DAGCO, INC.Registered Investment Advisers · CRD # 106950 · OH · Approved
- DAYMARK WEALTH PARTNERS, LLCRegistered Investment Advisers · CRD # 320878 · OH · Approved
- DBK FINANCIAL COUNSEL, LLCRegistered Investment Advisers · CRD # 170688 · OH · Approved
- DEAN FINANCIAL SERVICES, LLCRegistered Investment Advisers · CRD # 129679 · OH · Approved
- DEAN INVESTMENT ASSOCIATES, LLCRegistered Investment Advisers · CRD # 104635 · OH · Approved
- DEMERS CONSTANCE ELAINERegistered Investment Advisers · CRD # 106702 · OH · Approved
- DEMMING FINANCIAL SERVICES CORP.Registered Investment Advisers · CRD # 120106 · OH · Approved