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
- CAMELOT CAPITAL MANAGEMENT LTDExempt Reporting Advisers · CRD # 305496 · PA · ERA - Active
- CAPITAL A WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 328863 · PA · Approved
- CAPITAL ANALYSTS, LLCRegistered Investment Advisers · CRD # 162200 · PA · Approved
- CAPITAL SOLUTIONS, INC.Exempt Reporting Advisers · CRD # 283533 · PA · ERA - Active
- CAPSTONE WEALTH MANAGEMENT GROUP, LLCRegistered Investment Advisers · CRD # 284547 · PA · Approved
- CARNEGIE WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 290430 · PA · Approved
- CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCRegistered Investment Advisers · CRD # 106256 · PA · Approved
- CENTERSQUARE INVESTMENT MANAGEMENT LLCRegistered Investment Advisers · CRD # 290078 · PA · Approved
- CERTIOR FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 285502 · PA · Approved
- CGI PLAN ADVISORS, INC.Registered Investment Advisers · CRD # 311275 · PA · Approved
- CGI WEALTH ADVISORS, INC.Registered Investment Advisers · CRD # 311273 · PA · Approved
- CHADDS FORD WEALTH PARTNERS, LLCRegistered Investment Advisers · CRD # 304159 · PA · Approved
- CHANCELLOR FINANCIAL GROUP LPRegistered Investment Advisers · CRD # 159563 · PA · Approved
- CHAPEL HILL INVESTMENT ANALYSTS INCRegistered Investment Advisers · CRD # 109511 · PA · Approved
- CHARTERED ADVISORY GROUP, INC.Registered Investment Advisers · CRD # 116517 · PA · Approved
- CHARTWELL INVESTMENT PARTNERS, LLCRegistered Investment Advisers · CRD # 170335 · PA · Approved
- CHESTNUT STREET INVESTMENT COUNSEL, LLCRegistered Investment Advisers · CRD # 309741 · PA · Approved
- CHRISTINE MESSMER, P.C.Registered Investment Advisers · CRD # 121202 · PA · Approved
- CHRONOMETER PARTNERS LPRegistered Investment Advisers · CRD # 339929 · PA · Approved
- CIM INVESTMENT MANAGEMENT INCRegistered Investment Advisers · CRD # 106292 · PA · Approved
- CLARK CAPITAL MANAGEMENT GROUP INCRegistered Investment Advisers · CRD # 104796 · PA · Approved
- CLEARVIEW FINANCIAL PARTNERS, LLCRegistered Investment Advisers · CRD # 286168 · PA · Approved
- CLOVERLAY INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 277170 · PA · Approved
- CMG CAPITAL MANAGEMENT GROUP, INC.Registered Investment Advisers · CRD # 110750 · PA · Approved
- COLLECTIVE FAMILY OFFICE, LLCRegistered Investment Advisers · CRD # 301274 · PA · Approved
- COMPASS INVESTMENTS LLCRegistered Investment Advisers · CRD # 141323 · PA · Approved
- COMPASS ION ADVISORS, LLCRegistered Investment Advisers · CRD # 166418 · PA · Approved
- COMPREHENSIVE FINANCIAL PLANNING, INC.Registered Investment Advisers · CRD # 110937 · PA · Approved
- CONESTOGA CAPITAL ADVISORS, LLCRegistered Investment Advisers · CRD # 111750 · PA · Approved
- CONFLUENCE WEALTH SERVICES, LLCRegistered Investment Advisers · CRD # 311980 · PA · Approved
- CONIFER INFRASTRUCTURE MANAGEMENT COMPANY LLCRegistered Investment Advisers · CRD # 334323 · PA · Approved
- CONNORS INVESTOR SERVICES INCRegistered Investment Advisers · CRD # 106993 · PA · Approved
- CONRAD SIEGEL INVESTMENT ADVISORS, INC.Registered Investment Advisers · CRD # 123560 · PA · Approved
- CONSERVEST CAPITAL ADVISORS INCRegistered Investment Advisers · CRD # 111353 · PA · Approved
- CONTINUIM EQUITY PARTNERS, LPRegistered Investment Advisers · CRD # 328788 · PA · Approved
- COOKE & BIELER, L.P.Registered Investment Advisers · CRD # 113859 · PA · Approved
- COOKSON PEIRCE & CO INCRegistered Investment Advisers · CRD # 110729 · PA · Approved
- COOMBS WEALTH ADVISORY, LLCRegistered Investment Advisers · CRD # 281132 · PA · Approved
- COPELAND CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 135822 · PA · Approved
- CORDATUS WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 282871 · PA · Approved
- CORIENT SHC PARTNERS (US) LPRegistered Investment Advisers · CRD # 289784 · PA · Approved
- CORIENT SHC WEALTH MANAGEMENT (US) LPRegistered Investment Advisers · CRD # 151225 · PA · Approved
- CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 138638 · PA · Approved
- CORTEN REAL ESTATE MANAGEMENT LLCRegistered Investment Advisers · CRD # 321897 · PA · Approved
- COSTELLO ASSET MANAGEMENT, INC.Registered Investment Advisers · CRD # 123249 · PA · Approved
- COURY FIRM ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 289145 · PA · Approved
- COVINGTON INVESTMENT ADVISORS, INC.Registered Investment Advisers · CRD # 127270 · PA · Approved
- COX CAPITAL GENERAL PARTNER, L.L.C.Exempt Reporting Advisers · CRD # 316237 · PA · ERA - Active
- CR VENTURES MANAGEMENT, LLCExempt Reporting Advisers · CRD # 319360 · PA · ERA - Active
- CRESAP, INC.Registered Investment Advisers · CRD # 25899 · PA · Approved