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
- GREYSTAR INVESTMENT GROUP, LLCRegistered Investment Advisers · CRD # 160665 · SC · Approved
- GROUND SWELL CAPITAL, LLCRegistered Investment Advisers · CRD # 159812 · SC · Approved
- GUNDERSON CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 140795 · SC · Approved
- HANOVER ADVISORS, INCRegistered Investment Advisers · CRD # 119655 · SC · Approved
- HARBOUR WEALTH MANAGEMENT GROUP, INC.Registered Investment Advisers · CRD # 314496 · SC · Approved
- HARDIN CAPITAL PARTNERS, LLCRegistered Investment Advisers · CRD # 153023 · SC · Approved
- HEADLAND CAPITAL, LLCRegistered Investment Advisers · CRD # 332277 · SC · Approved
- HILTON HEAD CAPITAL PARTNERS, LLCRegistered Investment Advisers · CRD # 299375 · SC · Approved
- HILTON HEAD FINANCIAL ADVISORS, INC.Registered Investment Advisers · CRD # 140249 · SC · Approved
- HMS FINANCIAL SERVICES, LLCRegistered Investment Advisers · CRD # 131569 · SC · Approved
- HOBBS GROUP ADVISORS LLCRegistered Investment Advisers · CRD # 157274 · SC · Approved
- IDLE HILL ADVISORS LLCRegistered Investment Advisers · CRD # 317040 · SC · Approved
- IMPRINT WEALTH LLCRegistered Investment Advisers · CRD # 322130 · SC · Approved
- INTEGRITY HOLDINGS GROUP LLCExempt Reporting Advisers · CRD # 329841 · SC · ERA - Active
- INTENTIONAL, LLCRegistered Investment Advisers · CRD # 318570 · SC · Approved
- IVY EVERGREEN, LLCRegistered Investment Advisers · CRD # 324430 · SC · Approved
- JACKSON FINANCIAL SERVICES, LLCRegistered Investment Advisers · CRD # 132252 · SC · Approved
- JFA ADVISORS, LLCRegistered Investment Advisers · CRD # 144039 · SC · Approved
- JP WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 129475 · SC · Approved
- KEEN CAPITAL, LTDRegistered Investment Advisers · CRD # 145023 · SC · Approved
- KINWELL LLCRegistered Investment Advisers · CRD # 290449 · SC · Approved
- LIBERTY HALL CAPITAL PARTNERS, L.P.Registered Investment Advisers · CRD # 173159 · SC · Approved
- LIVE OAK MANAGEMENT GROUP, LLCRegistered Investment Advisers · CRD # 287840 · SC · Approved
- LPL ENTERPRISE, LLCRegistered Investment Advisers · CRD # 8733 · SC · Approved
- LPL FINANCIAL LLCRegistered Investment Advisers · CRD # 6413 · SC · Approved
- MAGNOLIA FINANCIAL PLANNING SERVICES, INC.Registered Investment Advisers · CRD # 135759 · SC · Approved
- MATCH GRADE ADVISORS, LLCRegistered Investment Advisers · CRD # 299181 · SC · Approved
- MATTY AI INC.Registered Investment Advisers · CRD # 317016 · SC · Approved
- METIS WEALTH MANAGEMENT & PLANNING LLCRegistered Investment Advisers · CRD # 305086 · SC · Approved
- MODERN CAPITAL MANAGEMENT, CO.Registered Investment Advisers · CRD # 306631 · SC · Approved
- MORRIS FINANCIAL CONCEPTS, INC.Registered Investment Advisers · CRD # 114862 · SC · Approved
- MTM INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 297500 · SC · Approved
- NAUTILUS PARENT HOLDINGS, LLCExempt Reporting Advisers · CRD # 328845 · SC · ERA - Active
- NICHOLSON WEALTH MANAGEMENT GROUP, LLCRegistered Investment Advisers · CRD # 327001 · SC · Approved
- NORRIS FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 129422 · SC · Approved
- NOVUS ADVISORS, LLCRegistered Investment Advisers · CRD # 157908 · SC · Approved
- OAK ADVISORS, LLCRegistered Investment Advisers · CRD # 137192 · SC · Approved
- OAK STREET ADVISORS INCRegistered Investment Advisers · CRD # 139400 · SC · Approved
- OBJECTIVITY SQUARED, LLCRegistered Investment Advisers · CRD # 311052 · SC · Approved
- OCEANSIDE ADVISORS LLCRegistered Investment Advisers · CRD # 170307 · SC · Approved
- PERFORMA LIMITED (US), LLCRegistered Investment Advisers · CRD # 154232 · SC · Approved
- PERMANENS CAPITAL L.P.Registered Investment Advisers · CRD # 157476 · SC · Approved
- PREFERENCE CAPITAL PARTNERS LLCExempt Reporting Advisers · CRD # 341750 · SC · ERA - Active
- PRIMETRUST ADVISORS LLCRegistered Investment Advisers · CRD # 141625 · SC · Approved
- PROFESSIONAL PLANNING & WEALTH, LLCRegistered Investment Advisers · CRD # 342089 · SC · 120-Day Approval
- PROSPERA FUNDS, INC.Registered Investment Advisers · CRD # 331765 · SC · Approved
- RESOLUTE CAPITAL, LLCRegistered Investment Advisers · CRD # 304558 · SC · Approved
- RIVERBEND WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 302031 · SC · Approved
- S2F CAPITAL MANAGEMENT, LLCExempt Reporting Advisers · CRD # 314582 · SC · ERA - Active
- SAOS CAPITAL, LLCRegistered Investment Advisers · CRD # 159515 · SC · Approved