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
- FINANCIAL INVESTMENT TEAM, INC.Registered Investment Advisers · CRD # 145724 · OR · Approved
- FOSTER & WOOD, INC.Registered Investment Advisers · CRD # 165362 · OR · Approved
- GOVERNMENT PORTFOLIO ADVISORS LLCRegistered Investment Advisers · CRD # 170384 · OR · Approved
- GRANGE CAPITAL, LLCRegistered Investment Advisers · CRD # 131699 · OR · Approved
- GREEN CITIES INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 166263 · OR · Approved
- GRETCHEN STANGIER, INC.Registered Investment Advisers · CRD # 171336 · OR · Approved
- HEADWATER INVESTMENT CONSULTING,INC.Registered Investment Advisers · CRD # 133009 · OR · Approved
- HIGHROAD WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 331566 · OR · Approved
- HIGHWEST GLOBAL MANAGEMENT, LLCExempt Reporting Advisers · CRD # 304637 · OR · ERA - Active
- HORST & GRABEN WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 297368 · OR · Approved
- HUMAN INVESTING, LLCRegistered Investment Advisers · CRD # 133017 · OR · Approved
- HURLEY FINANCIAL GROUP, INC.Registered Investment Advisers · CRD # 108983 · OR · Approved
- ICON FINANCIAL SERVICES LLCRegistered Investment Advisers · CRD # 306816 · OR · Approved
- INMAN FINANCIAL SERVICES, INC.Registered Investment Advisers · CRD # 297414 · OR · Approved
- INTEGRITY WEALTH LLCRegistered Investment Advisers · CRD # 330809 · OR · Approved
- IRONSIDE CAPITAL LLCExempt Reporting Advisers · CRD # 300128 · OR · ERA - Active
- J.P. CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 142109 · OR · Approved
- JAMISON HANSON ADVISORS LLCRegistered Investment Advisers · CRD # 139587 · OR · Approved
- JENSEN INVESTMENT MANAGEMENT INCRegistered Investment Advisers · CRD # 105281 · OR · Approved
- JGC WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 165770 · OR · Approved
- JGP WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 290694 · OR · Approved
- JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLCRegistered Investment Advisers · CRD # 152930 · OR · Approved
- JPMORGAN ASSET MANAGEMENT NATURAL CAPITAL, LLCRegistered Investment Advisers · CRD # 111944 · OR · Approved
- KEUDELL MORRISON WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 292600 · OR · Approved
- KINGSVIEW WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 148107 · OR · Approved
- KOENIG INVESTMENT ADVISORY, LLCRegistered Investment Advisers · CRD # 311422 · OR · Approved
- LIFELONG WEALTH MANAGEMENT GROUP, LLCRegistered Investment Advisers · CRD # 291661 · OR · Approved
- LITTLEJOHN FINANCIAL SERVICES, INCRegistered Investment Advisers · CRD # 155113 · OR · Approved
- M FINANCIAL ASSET MANAGEMENT, INC.Registered Investment Advisers · CRD # 136694 · OR · Approved
- M FINANCIAL INVESTMENT ADVISERS INCRegistered Investment Advisers · CRD # 106648 · OR · Approved
- M HOLDINGS SECURITIES, INC.Registered Investment Advisers · CRD # 43285 · OR · Approved
- MARTIN CAPITAL PARTNERS, LLCRegistered Investment Advisers · CRD # 153452 · OR · Approved
- MENGIS CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 117127 · OR · Approved
- MESH VENTURES LLCExempt Reporting Advisers · CRD # 341047 · OR · ERA - Active
- MODERNIST FINANCIAL, LLCRegistered Investment Advisers · CRD # 217511 · OR · Approved
- MSP WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 306522 · OR · Approved
- MULTNOMAH GROUP, INC.Registered Investment Advisers · CRD # 132131 · OR · Approved
- NEWBORE WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 306441 · OR · Approved
- NODE BY MESH LLCExempt Reporting Advisers · CRD # 331493 · OR · ERA - Active
- NORTH FORTY TWO & CO.Registered Investment Advisers · CRD # 148417 · OR · Approved
- NORTHMARQ FUND MANAGEMENT, LLCRegistered Investment Advisers · CRD # 150703 · OR · Approved
- NORTHSIDE CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 107784 · OR · Approved
- NORTHWEST CAPITAL MANAGEMENT INCRegistered Investment Advisers · CRD # 108091 · OR · Approved
- NORTHWEST QUADRANT, LLCRegistered Investment Advisers · CRD # 158455 · OR · Approved
- NORTHWIND FINANCIAL LLCRegistered Investment Advisers · CRD # 342069 · OR · Approved
- O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLCRegistered Investment Advisers · CRD # 290254 · OR · Approved
- OPTIMA CAPITAL LLCRegistered Investment Advisers · CRD # 310146 · OR · Approved
- ORCA INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 144377 · OR · Approved
- OREGON PACIFIC WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 283958 · OR · Approved
- PACE FINANCIAL ADVISORS, INC.Registered Investment Advisers · CRD # 318359 · OR · Approved