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.
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- OAK CREEK PRIVATE WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 306851 · OK · Approved
- OATH PLANNING, LLCRegistered Investment Advisers · CRD # 299187 · OK · Approved
- OLISTICO WEALTH, LLCRegistered Investment Advisers · CRD # 315028 · OK · Approved
- PERISSOS PRIVATE WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 217514 · OK · Approved
- PINNACLE HOLDINGS, LLCRegistered Investment Advisers · CRD # 108086 · OK · Approved
- PLAN GROUP FINANCIAL, INC.Registered Investment Advisers · CRD # 116508 · OK · Approved
- PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.Registered Investment Advisers · CRD # 115220 · OK · Approved
- R.J. CLOUD ADVISORS & COMPANYRegistered Investment Advisers · CRD # 289371 · OK · Approved
- REDSTONE WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 311525 · OK · Approved
- RELATION WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 329961 · OK · Approved
- RETIREMENT INVESTMENT ADVISORS INCRegistered Investment Advisers · CRD # 106316 · OK · Approved
- REVO FINANCIAL, LLCRegistered Investment Advisers · CRD # 172646 · OK · Approved
- SAGEOAK FINANCIAL, LLCRegistered Investment Advisers · CRD # 166927 · OK · Approved
- SCISSORTAIL WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 297761 · OK · Approved
- SERAPH CAPITAL ASSOCIATES, LLCRegistered Investment Advisers · CRD # 165754 · OK · Approved
- SERVO WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 159367 · OK · Approved
- STREETER MOORE & STIPE LLCRegistered Investment Advisers · CRD # 118588 · OK · Approved
- SUMMIT WEALTH GROUP, LLCRegistered Investment Advisers · CRD # 166118 · OK · Approved
- SUSTAINABLE ADVISORS ALLIANCE LLCRegistered Investment Advisers · CRD # 312061 · OK · Approved
- SUTTERFIELD FINANCIAL GROUP, INC.Registered Investment Advisers · CRD # 115652 · OK · Approved
- TAO PRIVATE WEALTH, LLCRegistered Investment Advisers · CRD # 340979 · OK · Approved
- THE ADVISORY RESOURCE GROUP, LLCRegistered Investment Advisers · CRD # 290110 · OK · Approved
- THE LEGACY FINANCIAL GROUP, INC.Registered Investment Advisers · CRD # 135059 · OK · Approved
- THE STOLPER COMPANY L.L.C.Registered Investment Advisers · CRD # 132962 · OK · Approved
- TOM JOHNSON INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 104511 · OK · Approved
- TRANSCENDENT CAPITAL GROUP LLCRegistered Investment Advisers · CRD # 316872 · OK · Approved
- TRITON FINANCIAL GROUP, INCRegistered Investment Advisers · CRD # 309294 · OK · Approved
- TULSA WEALTH ADVISORS, INC.Registered Investment Advisers · CRD # 337956 · OK · Approved
- VISTA INVESTMENT PARTNERS LLCRegistered Investment Advisers · CRD # 286014 · OK · Approved
- WARBURTON CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 141969 · OK · Approved
- WARWICK INVESTMENT GROUP, LLCRegistered Investment Advisers · CRD # 226670 · OK · Approved
- WINDLE WEALTH, LLCRegistered Investment Advisers · CRD # 285653 · OK · Approved
- XXEC INCRegistered Investment Advisers · CRD # 108886 · OK · Approved