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
- FORTUNA PRIVATE WEALTH MANAGEMENT CORP.Registered Investment Advisers · CRD # 343722 · FL · 120-Day Approval
- FORVM GLOBAL INVESTMENTS LLCRegistered Investment Advisers · CRD # 340612 · NY · 120-Day Approval
- FOSTER FINANCIAL SERVICES, LLCRegistered Investment Advisers · CRD # 343491 · IN · 120-Day Approval
- FUNDSMITH PARTNERS US LLCRegistered Investment Advisers · CRD # 343726 · CT · 120-Day Approval
- FUTURECORP ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 343004 · 120-Day Approval
- GALLATIN RIVER CAPITAL LLCRegistered Investment Advisers · CRD # 341317 · CO · 120-Day Approval
- GENERATIONAL FINANCIAL PARTNERS, LLCRegistered Investment Advisers · CRD # 343503 · GA · 120-Day Approval
- GOALPOST WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 341905 · PA · 120-Day Approval
- GOLDEN RATIO WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 342561 · PA · 120-Day Approval
- GREG JENNINGS, LLCRegistered Investment Advisers · CRD # 341031 · NY · 120-Day Approval
- GTS INVESTMENT ADVISORY INC.Registered Investment Advisers · CRD # 344041 · CA · 120-Day Approval
- HAFELE INVESTMENTS, INC.Registered Investment Advisers · CRD # 341803 · KY · 120-Day Approval
- HIRST FINANCIAL INDEPENDENCE PLANNING, INC.Registered Investment Advisers · CRD # 342919 · MA · 120-Day Approval
- HOAINVEST LLCRegistered Investment Advisers · CRD # 343069 · CA · 120-Day Approval
- HOFMAN WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 342340 · MO · 120-Day Approval
- HOLM & BAUCOM WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 343838 · TX · 120-Day Approval
- HUDSON & ASSOCIATES WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 343176 · OK · 120-Day Approval
- INNOVAYTE CAPITAL LLCRegistered Investment Advisers · CRD # 333275 · TX · 120-Day Approval
- INOVO WEALTH ARCHITECTSRegistered Investment Advisers · CRD # 340777 · NJ · 120-Day Approval
- INTEGRATED MANAGEMENT SYSTEMS CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 343591 · NJ · 120-Day Approval
- INTEGROUS WEALTH STRATEGIES LLCRegistered Investment Advisers · CRD # 340613 · NJ · 120-Day Approval
- INTENTIONAL WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 343113 · TN · 120-Day Approval
- INTERCHANGE ADVISERS LLCRegistered Investment Advisers · CRD # 338973 · WA · 120-Day Approval
- INVISCID TECHNOLOGIES INC.Registered Investment Advisers · CRD # 343561 · 120-Day Approval
- IRISH CREEK CAPITAL LLCRegistered Investment Advisers · CRD # 343009 · NJ · 120-Day Approval
- IRM MANAGEMENT LLCRegistered Investment Advisers · CRD # 341486 · 120-Day Approval
- IRON HORSE ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 343529 · WI · 120-Day Approval
- ISTARI CAPITAL MANAGEMENT LPRegistered Investment Advisers · CRD # 344003 · CA · 120-Day Approval
- JC CAPITAL ADVISORS GROUP LLCRegistered Investment Advisers · CRD # 339298 · CT · 120-Day Approval
- JOE ALLEN, LLCRegistered Investment Advisers · CRD # 342928 · AZ · 120-Day Approval
- KALEIDO CAPITAL PARTNERS LIMITEDRegistered Investment Advisers · CRD # 342284 · 120-Day Approval
- KYNANCE COVE CAPITAL LLCRegistered Investment Advisers · CRD # 343050 · 120-Day Approval
- LAFAYETTE SQUARE FINANCIAL ADVISORS, INC.Registered Investment Advisers · CRD # 343749 · CA · 120-Day Approval
- LANCASTER LABS, LLCRegistered Investment Advisers · CRD # 339389 · 120-Day Approval
- LANGAN FINANCIAL GROUP LLCRegistered Investment Advisers · CRD # 342937 · PA · 120-Day Approval
- LARRAINVIAL US IA LLCRegistered Investment Advisers · CRD # 343459 · 120-Day Approval
- LEGGETT VENTURES LLCRegistered Investment Advisers · CRD # 342997 · TX · 120-Day Approval
- LELAND WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 344175 · 120-Day Approval
- LIVE OAK FAMILY OFFICES LLCRegistered Investment Advisers · CRD # 141570 · 120-Day Approval
- LORUM ADVISORY LLCRegistered Investment Advisers · CRD # 344055 · NY · 120-Day Approval
- LR3 REAL ESTATE PARTNERS, L.P.Registered Investment Advisers · CRD # 344089 · PA · 120-Day Approval
- MACRO QUANT PRIVATE WEALTH, LLCRegistered Investment Advisers · CRD # 341042 · CA · 120-Day Approval
- MADISON LASALLE ADVISERS LLCRegistered Investment Advisers · CRD # 342901 · IL · 120-Day Approval
- MANIFOLD INVESTMENT PARTNERS LLCRegistered Investment Advisers · CRD # 344005 · CA · 120-Day Approval
- MAPLE GROVE WEALTH, LLCRegistered Investment Advisers · CRD # 343452 · TN · 120-Day Approval
- MARTIN ADVISORS LLCRegistered Investment Advisers · CRD # 342180 · CA · 120-Day Approval
- MAVS WEALTH MANAGEMENT GROUP, LLCRegistered Investment Advisers · CRD # 337364 · FL · 120-Day Approval
- MERIDIAN WEALTH GROUP, LLCRegistered Investment Advisers · CRD # 342462 · FL · 120-Day Approval
- MIDFIELD PRIVATE WEALTH, LLCRegistered Investment Advisers · CRD # 343256 · NY · 120-Day Approval
- MIFEL CAPITAL PARTNERS LLCRegistered Investment Advisers · CRD # 342244 · FL · 120-Day Approval