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
- PACIFIC COAST INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 137963 · OR · Approved
- PACIFIC RIDGE CAPITAL PARTNERS, LLCRegistered Investment Advisers · CRD # 152154 · OR · Approved
- PANORAMIC CAPITAL PARTNERS LLCRegistered Investment Advisers · CRD # 331349 · OR · Approved
- PEARL WEALTH LLCRegistered Investment Advisers · CRD # 299508 · OR · Approved
- PEREGRINE ASSET ADVISERS, INC.Registered Investment Advisers · CRD # 115738 · OR · Approved
- PFG INVESTMENTS, LLCRegistered Investment Advisers · CRD # 289256 · OR · Approved
- PHILLIPS AND COMPANY ADVISORS LLCRegistered Investment Advisers · CRD # 167214 · OR · Approved
- PHYSICIAN FAMILY FINANCIAL ADVISORS INCRegistered Investment Advisers · CRD # 138433 · OR · Approved
- PINNACLE WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 117517 · OR · Approved
- PORTLAND PRIVATE WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 171321 · OR · Approved
- PREISZ ASSOCIATES, INC.Registered Investment Advisers · CRD # 144469 · OR · Approved
- PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 323146 · OR · Approved
- PROGRESSIVE INVESTMENT MANAGEMENT CORPORATIONRegistered Investment Advisers · CRD # 107777 · OR · Approved
- QUEST INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 110640 · OR · Approved
- R.V. KUHNS & ASSOCIATES, INC.Registered Investment Advisers · CRD # 18005 · OR · Approved
- RANGE FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 290001 · OR · Approved
- RETIREMENT CONSULTING GROUP, INC.Registered Investment Advisers · CRD # 311184 · OR · Approved
- ROCK CREEK WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 336666 · OR · Approved
- ROEHL & YI INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 109258 · OR · Approved
- ROI FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 160100 · OR · Approved
- ROOTED FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 335302 · OR · Approved
- S & P FINANCIAL, INC.Registered Investment Advisers · CRD # 139358 · OR · Approved
- SAMARA INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 336178 · OR · Approved
- SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLCRegistered Investment Advisers · CRD # 159419 · OR · Approved
- SCOTT CAPITAL ADVISORS, LLCRegistered Investment Advisers · CRD # 307980 · OR · Approved
- SELLWOOD INVESTMENT PARTNERS LLCRegistered Investment Advisers · CRD # 164696 · OR · Approved
- SILVER OAK ADVISORY GROUP, INC.Registered Investment Advisers · CRD # 108298 · OR · Approved
- SITTNER & NELSON, LLCRegistered Investment Advisers · CRD # 309757 · OR · Approved
- SKYLINE FINANCIAL NORTHWEST LLCRegistered Investment Advisers · CRD # 146844 · OR · Approved
- SKYLINER WEALTH, LLCRegistered Investment Advisers · CRD # 332426 · OR · Approved
- SMB FINANCIAL SERVICES, INC.Registered Investment Advisers · CRD # 154216 · OR · Approved
- SOARING INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 305273 · OR · Approved
- SORTIS FUND MANAGER, LLCRegistered Investment Advisers · CRD # 315584 · OR · Approved
- SOUND INVESTMENT MANAGEMENT INCRegistered Investment Advisers · CRD # 107438 · OR · Approved
- SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 138347 · OR · Approved
- STANCORP INVESTMENT ADVISERS, INC.Registered Investment Advisers · CRD # 110228 · OR · Approved
- STONEPINE CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 139891 · OR · Approved
- STRADA FINANCIAL GROUP LLCRegistered Investment Advisers · CRD # 316987 · OR · Approved
- SUMMA GLOBAL ADVISORS, LLCRegistered Investment Advisers · CRD # 148713 · OR · Approved
- TAURUS CAPITAL ADVISORS, LLCRegistered Investment Advisers · CRD # 137633 · OR · Approved
- TENBRIDGE PARTNERS LLCRegistered Investment Advisers · CRD # 159378 · OR · Approved
- TPG FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 141153 · OR · Approved
- TRADEWINDS ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 323879 · OR · Approved
- TRANSPORTATION TECHNOLOGY VENTURES, LLCExempt Reporting Advisers · CRD # 283383 · OR · ERA - Active
- TRU INDEPENDENCE ASSET MANAGEMENT 2, LLCRegistered Investment Advisers · CRD # 309098 · OR · Approved
- TRU INDEPENDENCE ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 168256 · OR · Approved
- TRUE NORTH RETIREMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 290885 · OR · Approved
- TRUE PRIVATE WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 164947 · OR · Approved
- UPLEVEL WEALTH LLCRegistered Investment Advisers · CRD # 312641 · OR · Approved
- UPTICK CAPITAL MANAGEMENT, LLCExempt Reporting Advisers · CRD # 328602 · OR · ERA - Active