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
- COGENTBLUE WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 312899 · TN · Approved
- COMMERCE ADVISORS, LLCRegistered Investment Advisers · CRD # 151439 · TN · Approved
- COMPOUND CAPITAL MANAGEMENT LLCExempt Reporting Advisers · CRD # 163159 · TN · ERA - Active
- CONTEMPORARY HEALTHCARE CAPITAL, LLCExempt Reporting Advisers · CRD # 293823 · TN · ERA - Active
- COORDINATED WEALTH MANAGEMENT, L.L.C.Registered Investment Advisers · CRD # 141348 · TN · Approved
- CORNERSTONE WEALTH, LLCRegistered Investment Advisers · CRD # 313269 · TN · Approved
- COSEY FINANCIAL SERVICES, INC.Registered Investment Advisers · CRD # 140175 · TN · Approved
- COUNCIL CAPITAL FUNDS MANAGEMENT, LLCRegistered Investment Advisers · CRD # 174036 · TN · Approved
- COUNCILMARK ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 111748 · TN · Approved
- COURAGE CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 130449 · TN · Approved
- COVE CAPITAL MANAGEMENT INC.Registered Investment Advisers · CRD # 284649 · TN · Approved
- CRAVENS & COMPANY ADVISORS, LLCRegistered Investment Advisers · CRD # 130071 · TN · Approved
- CREATIVE INVESTMENT GROUP LLCRegistered Investment Advisers · CRD # 334028 · TN · Approved
- CSFC MANAGEMENT COMPANY, LLCRegistered Investment Advisers · CRD # 161372 · TN · Approved
- CW SECURITIES, LLCRegistered Investment Advisers · CRD # 124496 · TN · Approved
- CYPRESS CAPITAL, LLCRegistered Investment Advisers · CRD # 171266 · TN · Approved
- DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 286575 · TN · Approved
- DECKER WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 150094 · TN · Approved
- DELTA ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 113688 · TN · Approved
- DIOKO MANAGEMENT LLCExempt Reporting Advisers · CRD # 319573 · TN · ERA - Active
- DISCIPLINA CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 167295 · TN · Approved
- DIVERSIFIED PARTNERS INCRegistered Investment Advisers · CRD # 109570 · TN · Approved
- DORIAN EASON ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 113724 · TN · Approved
- DORIAN INVESTMENT ADVISORY LLCRegistered Investment Advisers · CRD # 339280 · TN · Approved
- DUNCAN WILLIAMS ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 174809 · TN · Approved
- DYNAMO MANAGEMENT COMPANY, LLCExempt Reporting Advisers · CRD # 306610 · TN · ERA - Active
- EDISON PARTNERS MANAGEMENT, LLCRegistered Investment Advisers · CRD # 310951 · TN · Approved
- EFINANCIAL ALLIANCE, LLCRegistered Investment Advisers · CRD # 161352 · TN · Approved
- EMPIRICAL CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 160509 · TN · Approved
- ENVISION FINANCIAL PLANNING, LLCRegistered Investment Advisers · CRD # 321790 · TN · Approved
- ERISA ADVISERS, INC.Registered Investment Advisers · CRD # 170487 · TN · Approved
- EUDAIMONIA ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 299379 · TN · Approved
- EVERGREEN ADVISORS, LLCRegistered Investment Advisers · CRD # 149861 · TN · Approved
- FCA HEALTH INNOVATIONS II MANAGEMENT LLCExempt Reporting Advisers · CRD # 319572 · TN · ERA - Active
- FCA MANAGEMENT GROUP, LLCExempt Reporting Advisers · CRD # 343447 · TN · ERA - Active
- FCA VENTURE MANAGEMENT GROUP LLCExempt Reporting Advisers · CRD # 319574 · TN · ERA - Active
- FCA VENTURE PARTNERS VII MANAGEMENT LLCExempt Reporting Advisers · CRD # 319570 · TN · ERA - Active
- FCG INVESTMENT COMPANYRegistered Investment Advisers · CRD # 308192 · TN · Approved
- FIELDER CAPITAL GROUP LLCRegistered Investment Advisers · CRD # 156737 · TN · Approved
- FINANCIAL JUNK, LLCExempt Reporting Advisers · CRD # 167502 · TN · ERA - Active
- FINANCIAL MANAGEMENT ADVISORS, INC.Registered Investment Advisers · CRD # 117442 · TN · Approved
- FRAZEE INVESTMENT CONSULTING, INC.Registered Investment Advisers · CRD # 123662 · TN · Approved
- FRIALE MANAGEMENT COMPANY LLCExempt Reporting Advisers · CRD # 341866 · TN · ERA - Active
- FRIST CRESSEY VENTURES MANAGEMENT, LLCExempt Reporting Advisers · CRD # 299793 · TN · ERA - Active
- FUERST FINANCIAL GROUP, INC.Registered Investment Advisers · CRD # 149172 · TN · Approved
- GEN CAP AMERICA, INC.Registered Investment Advisers · CRD # 160042 · TN · Approved
- GENESIS INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 310878 · TN · Approved
- GERBER/TAYLOR MANAGEMENT LLCRegistered Investment Advisers · CRD # 109319 · TN · Approved
- GHE, LLCRegistered Investment Advisers · CRD # 125245 · TN · Approved
- GLOBAL HEALTH AND WELLNESS INVESTMENT NETWORK, LLCExempt Reporting Advisers · CRD # 333413 · TN · ERA - Active