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
- BEACON HARBOR WEALTH ADVISORS, INC.Registered Investment Advisers · CRD # 300243 · VA · Approved
- BEACON WEALTH CONSULTANTS, INC.Registered Investment Advisers · CRD # 154939 · VA · Approved
- BELLARS HARRIS WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 338986 · VA · Approved
- BENEFIT FIDUCIARY GROUP LLCRegistered Investment Advisers · CRD # 291252 · VA · Approved
- BIRKS FINANCIAL CORP.Registered Investment Advisers · CRD # 118623 · VA · Approved
- BLU VENTURE MANAGEMENT, LLCExempt Reporting Advisers · CRD # 308487 · VA · ERA - Active
- BLUE DELTA CAPITAL PARTNERS, LLCExempt Reporting Advisers · CRD # 283199 · VA · ERA - Active
- BLUE EDGE CAPITAL, LLCRegistered Investment Advisers · CRD # 155613 · VA · Approved
- BLUE HERON CAPITAL MANAGEMENT, LLCExempt Reporting Advisers · CRD # 300018 · VA · ERA - Active
- BLUELIST PARTNERS, LLCRegistered Investment Advisers · CRD # 304568 · VA · Approved
- BLUESTEM ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 158330 · VA · Approved
- BLUESTONE INVESTMENT MANAGER, LLCRegistered Investment Advisers · CRD # 296820 · VA · Approved
- BOGART WEALTH, LLCRegistered Investment Advisers · CRD # 283886 · VA · Approved
- BOWEN FINANCIAL SERVICES, LLCRegistered Investment Advisers · CRD # 116714 · VA · Approved
- BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 300619 · VA · Approved
- BROAD RUN INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 165067 · VA · Approved
- BROWN | MILLER WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 305742 · VA · Approved
- BUCHANAN WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 316629 · VA · Approved
- BURKE & HERBERT WEALTH SERVICES, LLCRegistered Investment Advisers · CRD # 340285 · VA · Approved
- BUTTONWOOD WEALTH, LLCRegistered Investment Advisers · CRD # 305896 · VA · Approved
- C4M GLOBAL ADVISORS LLCRegistered Investment Advisers · CRD # 326942 · VA · Approved
- CAMPBELL DEEGAN WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 293020 · VA · Approved
- CAMPION ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 134002 · VA · Approved
- CANAL CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 164971 · VA · Approved
- CAP91 PARTNERS MANAGEMENT LLCRegistered Investment Advisers · CRD # 324057 · VA · Approved
- CAPITOL FINANCIAL CONSULTANTS, INC.Registered Investment Advisers · CRD # 109800 · VA · Approved
- CAPITOL PRIVATE WEALTH GROUP LLCRegistered Investment Advisers · CRD # 283257 · VA · Approved
- CAPITOL SECURITIES MANAGEMENT, INC.Registered Investment Advisers · CRD # 14169 · VA · Approved
- CAPITOL WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 114994 · VA · Approved
- CARY STREET PARTNERS ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 289178 · VA · Approved
- CARY STREET PARTNERS INVESTMENT ADVISORY LLCRegistered Investment Advisers · CRD # 128545 · VA · Approved
- CASSADAY & CO WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 317672 · VA · Approved
- CENTURION WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 317929 · VA · Approved
- CHARMARLINE WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 336719 · VA · Approved
- CHARTED VENTURES LLCExempt Reporting Advisers · CRD # 328572 · VA · ERA - Active
- CHASE INVESTMENT COUNSEL CORPORATIONRegistered Investment Advisers · CRD # 104648 · VA · Approved
- CHESAPEAKE INVESTMENT MANAGEMENT LLCRegistered Investment Advisers · CRD # 119010 · VA · Approved
- CJM WEALTH ADVISERS, LTD.Registered Investment Advisers · CRD # 107750 · VA · Approved
- CLARENDON CAPITAL, LLCRegistered Investment Advisers · CRD # 298698 · VA · Approved
- CLARION WEALTH MANAGEMENT PARTNERS, LLCRegistered Investment Advisers · CRD # 334243 · VA · Approved
- CLARIS FINANCIAL, LLCRegistered Investment Advisers · CRD # 168503 · VA · Approved
- CLIO ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 298041 · VA · Approved
- COBBLESTONE ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 326545 · VA · Approved
- COBRO VENTURES MANAGEMENT, LLCExempt Reporting Advisers · CRD # 309434 · VA · ERA - Active
- COLONIAL RIVER INVESTMENTS, LLCRegistered Investment Advisers · CRD # 284839 · VA · Approved
- COLUMBIA CAPITAL, LLCRegistered Investment Advisers · CRD # 159616 · VA · Approved
- COMMONWEALTH RETIREMENT INVESTMENTS LLCRegistered Investment Advisers · CRD # 285998 · VA · Approved
- COMPREHENSIVE FINANCIAL PLANNING CORPORATIONRegistered Investment Advisers · CRD # 107549 · VA · Approved
- COMPTON WEALTH ADVISORY GROUP, LLCRegistered Investment Advisers · CRD # 281732 · VA · Approved
- CONCORD ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 310710 · VA · Approved