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
- HF ADVISORY GROUP, LLCRegistered Investment Advisers · CRD # 309051 · MD · Approved
- HILLMAN CAPITAL MANAGEMENT INCRegistered Investment Advisers · CRD # 110096 · MD · Approved
- HUBER, WEAKLAND & ASSOCIATES, INC.Registered Investment Advisers · CRD # 120745 · MD · Approved
- HULL STREET ENERGY, LLCRegistered Investment Advisers · CRD # 291881 · MD · Approved
- HUSSMAN STRATEGIC ADVISORS INCRegistered Investment Advisers · CRD # 109400 · MD · Approved
- HZ INVESTMENTS INC.Registered Investment Advisers · CRD # 312268 · MD · Approved
- IMPACT CAPITAL, LLCRegistered Investment Advisers · CRD # 297413 · MD · Approved
- IMPACTASSETS CAPITAL PARTNERS PB LLCRegistered Investment Advisers · CRD # 317840 · MD · Approved
- INDEPENDENT ACCESS PARTNERS, LLCRegistered Investment Advisers · CRD # 305842 · MD · Approved
- INNOVATION X ADVISORS, LLCRegistered Investment Advisers · CRD # 322292 · MD · Approved
- INNOVATIVE WEALTH BUILDING LLCRegistered Investment Advisers · CRD # 314942 · MD · Approved
- INSTITUTIONAL SHAREHOLDER SERVICES INC.Registered Investment Advisers · CRD # 111940 · MD · Approved
- INTERVEST LTDRegistered Investment Advisers · CRD # 104614 · MD · Approved
- IVY LEAGUE FINANCIAL ADVISORS LLCRegistered Investment Advisers · CRD # 119145 · MD · Approved
- JEMMA INVESTMENT ADVISORS LLCRegistered Investment Advisers · CRD # 284198 · MD · Approved
- JMI MANAGEMENT, L.P.Registered Investment Advisers · CRD # 158344 · MD · Approved
- KALAMATA ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 284328 · MD · Approved
- KELLY FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 310140 · MD · Approved
- KENDALL CAPITAL MANAGEMENTRegistered Investment Advisers · CRD # 134740 · MD · Approved
- KILNER CAPITAL ADVISORS, LLCRegistered Investment Advisers · CRD # 139521 · MD · Approved
- L. K. BENSON & COMPANY, P.C.Registered Investment Advisers · CRD # 107908 · MD · Approved
- LAFAYETTE INVESTMENTS, INC.Registered Investment Advisers · CRD # 22471 · MD · Approved
- LASALLE INVESTMENT MANAGEMENT SECURITIES, LLCRegistered Investment Advisers · CRD # 111179 · MD · Approved
- LAW & ASSOCIATES INCRegistered Investment Advisers · CRD # 105350 · MD · Approved
- LOMBARD ADVISERS INCORPORATEDRegistered Investment Advisers · CRD # 108231 · MD · Approved
- MACROVIEW INVESTMENT MANAGEMENT LLCRegistered Investment Advisers · CRD # 149621 · MD · Approved
- MARATHON CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 119416 · MD · Approved
- MARKS WEALTH, LLCRegistered Investment Advisers · CRD # 310534 · MD · Approved
- MARYLAND CAPITAL ADVISORS, INC.Registered Investment Advisers · CRD # 134875 · MD · Approved
- MDRN CAPITAL, LLCRegistered Investment Advisers · CRD # 325950 · MD · Approved
- MERITIS WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 336539 · MD · Approved
- MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 285820 · MD · Approved
- MONTGOMERY FINANCIAL SERVICES, LLCRegistered Investment Advisers · CRD # 170024 · MD · Approved
- MONTGOMERY INVESTMENT MANAGEMENT INCRegistered Investment Advisers · CRD # 105417 · MD · Approved
- MOORE WEALTH LLCRegistered Investment Advisers · CRD # 323374 · MD · Approved
- MOUNT VERNON ASSOCIATES INCRegistered Investment Advisers · CRD # 107099 · MD · Approved
- MRE MANAGEMENT, LLCRegistered Investment Advisers · CRD # 338513 · MD · Approved
- MV CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 139034 · MD · Approved
- MY WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 168566 · MD · Approved
- NEA MEMBER BENEFITSRegistered Investment Advisers · CRD # 138196 · MD · Approved
- NEW CENTURY ADVISORS, LLCRegistered Investment Advisers · CRD # 122478 · MD · Approved
- NEXUS338, LLCRegistered Investment Advisers · CRD # 315250 · MD · Approved
- NORTHBROOK FINANCIAL PLANNING LLCRegistered Investment Advisers · CRD # 309060 · MD · Approved
- NORTHLANE CAPITAL PARTNERS, LLCRegistered Investment Advisers · CRD # 285990 · MD · Approved
- OAKMONT WEALTH ADVISORY, LLCRegistered Investment Advisers · CRD # 299021 · MD · Approved
- OUTCOME DRIVEN STRATEGIES, LLCRegistered Investment Advisers · CRD # 311398 · MD · Approved
- OXFORD PLANNING GROUP, LLCRegistered Investment Advisers · CRD # 286017 · MD · Approved
- PARTNERSHIP WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 285718 · MD · Approved
- PATIENT CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 307336 · MD · Approved
- PENNINGTON PARTNERS & CO., LLCRegistered Investment Advisers · CRD # 282688 · MD · Approved