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
- CORNERSTONE ENTERPRISES, LLCRegistered Investment Advisers · CRD # 324255 · WI · Approved
- CUSHING CAPITAL PARTNERS, LLCRegistered Investment Advisers · CRD # 313497 · WI · Approved
- CVC MANAGER, LLCExempt Reporting Advisers · CRD # 305012 · WI · ERA - Active
- DANA INVESTMENT ADVISORS INCRegistered Investment Advisers · CRD # 105879 · WI · Approved
- DENALI WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 153323 · WI · Approved
- DIVERSIFIED MANAGEMENT INCRegistered Investment Advisers · CRD # 106680 · WI · Approved
- DRAKE & ASSOCIATES, LLCRegistered Investment Advisers · CRD # 154854 · WI · Approved
- ECIO, INC.Registered Investment Advisers · CRD # 301432 · WI · Approved
- ELITE WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 333159 · WI · Approved
- ELLENBECKER INVESTMENT GROUP, INC.Registered Investment Advisers · CRD # 173851 · WI · Approved
- ENDOWMENT WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 108652 · WI · Approved
- ENRICH FINANCIAL PARTNERS LLCRegistered Investment Advisers · CRD # 111234 · WI · Approved
- ENTASIS ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 282711 · WI · Approved
- ENVISION FINANCIAL LLCRegistered Investment Advisers · CRD # 314365 · WI · Approved
- ERN FINANCIAL, LLCRegistered Investment Advisers · CRD # 297717 · WI · Approved
- ESTATE COUNSELORS, LLCRegistered Investment Advisers · CRD # 123452 · WI · Approved
- ETF MODEL SOLUTIONS, LLCRegistered Investment Advisers · CRD # 168410 · WI · Approved
- EVEXIA WEALTH, LLCRegistered Investment Advisers · CRD # 323788 · WI · Approved
- FIDUCIARY MANAGEMENT, INC.Registered Investment Advisers · CRD # 109149 · WI · Approved
- FINANCIAL SERVICE GROUP INCRegistered Investment Advisers · CRD # 107893 · WI · Approved
- FINANCIAL STRATEGIES, INC.Registered Investment Advisers · CRD # 113097 · WI · Approved
- FORM WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 326519 · WI · Approved
- FORTRESS PLANNING GROUP, LLCRegistered Investment Advisers · CRD # 157900 · WI · Approved
- FRANCIS LLCRegistered Investment Advisers · CRD # 130687 · WI · Approved
- FRIEDLANDER & CO INCRegistered Investment Advisers · CRD # 105150 · WI · Approved
- GATEWAY WEALTH PARTNERS, LLCRegistered Investment Advisers · CRD # 322789 · WI · Approved
- GENER8TOR MANAGEMENT, LLCExempt Reporting Advisers · CRD # 174037 · WI · ERA - Active
- GENERATION GROWTH CAPITAL PARTNERS III, LLCExempt Reporting Advisers · CRD # 285276 · WI · ERA - Active
- GENERATION GROWTH CAPITAL PARTNERS IV, LLCExempt Reporting Advisers · CRD # 326570 · WI · ERA - Active
- GENEVA CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 105432 · WI · Approved
- GENEVA PARTNERS, LLCRegistered Investment Advisers · CRD # 130768 · WI · Approved
- GLOBAL VALUE INVESTMENT CORPORATIONRegistered Investment Advisers · CRD # 144260 · WI · Approved
- GLOBAL VIEW CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 158292 · WI · Approved
- GOLDSTEIN ADVISORS, LLCRegistered Investment Advisers · CRD # 323125 · WI · Approved
- GOOGINS ADVISORS, INC.Registered Investment Advisers · CRD # 13985 · WI · Approved
- GRANITE FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 168675 · WI · Approved
- H. C. DENISON CO.Registered Investment Advisers · CRD # 1628 · WI · Approved
- HAMMES REALTY ADVISORS, LLCRegistered Investment Advisers · CRD # 165693 · WI · Approved
- HARBOUR INVESTMENTS, INC.Registered Investment Advisers · CRD # 19258 · WI · Approved
- HEALTHX MANAGEMENT, LLCExempt Reporting Advisers · CRD # 301549 · WI · ERA - Active
- HEARTLAND ADVISORS, INC.Registered Investment Advisers · CRD # 29433 · WI · Approved
- HECK CAPITAL ADVISORS, LLCRegistered Investment Advisers · CRD # 143848 · WI · Approved
- HOFF BROTHERS, LLCRegistered Investment Advisers · CRD # 301001 · WI · Approved
- IAG WEALTH PARTNERS, LLCRegistered Investment Advisers · CRD # 109721 · WI · Approved
- IDEA FUND VENTURE MANAGEMENT, LLCExempt Reporting Advisers · CRD # 323775 · WI · ERA - Active
- INDEPENDENT WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 146633 · WI · Approved
- INTRINSIC INVESTORS LLCRegistered Investment Advisers · CRD # 111968 · WI · Approved
- INVESTMENT PROFESSIONALS, LLCRegistered Investment Advisers · CRD # 282495 · WI · Approved
- IRON HORSE ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 343529 · WI · 120-Day Approval
- ISECTORS, LLCRegistered Investment Advisers · CRD # 147589 · WI · Approved