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
- INTEGRITY CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 142693 · TN · Approved
- INVESTMENT & RETIREMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 131741 · TN · Approved
- INVICTUS FIDUCIARY SERVICES, LLCRegistered Investment Advisers · CRD # 286117 · TN · Approved
- IRONHORSE CAPITAL LLCRegistered Investment Advisers · CRD # 148572 · TN · Approved
- J. MARK NICKELL & CO.Registered Investment Advisers · CRD # 111635 · TN · Approved
- JASON W. QUALLSRegistered Investment Advisers · CRD # 159192 · TN · Approved
- JB WEALTH ADVISORS LLCRegistered Investment Advisers · CRD # 328441 · TN · Approved
- JEFFERSON BRIDGE CAPITAL, LLCRegistered Investment Advisers · CRD # 325636 · TN · Approved
- KAUFMAN HALL INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 328876 · TN · Approved
- KELMAN LAZAROV INCRegistered Investment Advisers · CRD # 107727 · TN · Approved
- KEY CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 173773 · TN · Approved
- KEYSTONE WEALTH ALLIANCE, LLCRegistered Investment Advisers · CRD # 341495 · TN · Approved
- KIMERY WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 288229 · TN · Approved
- KNOX WEALTH PARTNERS ADVISORY, LLCRegistered Investment Advisers · CRD # 288580 · TN · Approved
- LAFFER TENGLER INVESTMENTS, INC.Registered Investment Advisers · CRD # 108068 · TN · Approved
- LBMC INVESTMENT ADVISORS LLCRegistered Investment Advisers · CRD # 108943 · TN · Approved
- LEADING EDGE FINANCIAL PLANNING LLCRegistered Investment Advisers · CRD # 277149 · TN · Approved
- LECONTE WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 168539 · TN · Approved
- LEE DANNER & BASS INCRegistered Investment Advisers · CRD # 111002 · TN · Approved
- LEGACY WEALTH MANAGEMENT INCRegistered Investment Advisers · CRD # 108619 · TN · Approved
- LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLCRegistered Investment Advisers · CRD # 127618 · TN · Approved
- LFM CAPITAL, LLCRegistered Investment Advisers · CRD # 173834 · TN · Approved
- LUKEN INVESTMENT ANALYTICS, LLCRegistered Investment Advisers · CRD # 169008 · TN · Approved
- MALT PARTNERS MANAGEMENT LLCRegistered Investment Advisers · CRD # 337855 · TN · Approved
- MARSH WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 282111 · TN · Approved
- MARTIN & COMPANY, INCRegistered Investment Advisers · CRD # 108718 · TN · Approved
- MCBREARTY CAPITAL MANAGEMENT INCRegistered Investment Advisers · CRD # 108972 · TN · Approved
- MCCAY WEALTH ADVISORY LLCRegistered Investment Advisers · CRD # 286503 · TN · Approved
- MEMPHIS CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 134522 · TN · Approved
- MISSION VALUE PARTNERS, LLCRegistered Investment Advisers · CRD # 153704 · TN · Approved
- MOON CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 107612 · TN · Approved
- MRWM ADVISORS, LLCRegistered Investment Advisers · CRD # 288944 · TN · Approved
- NBZ INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 123902 · TN · Approved
- NEPHILA ADVISORS LLCRegistered Investment Advisers · CRD # 156905 · TN · Approved
- NEWSOUTH CAPITAL MANAGEMENT INCRegistered Investment Advisers · CRD # 110676 · TN · Approved
- NFC INVESTMENTS, LLCRegistered Investment Advisers · CRD # 132844 · TN · Approved
- OPTIVISE ADVISORY SERVICES LLCRegistered Investment Advisers · CRD # 301764 · TN · Approved
- PACIFIC FINANCIAL GROUP INCRegistered Investment Advisers · CRD # 105203 · TN · Approved
- PACIFIC FINANCIAL GROUP,LLCRegistered Investment Advisers · CRD # 143041 · TN · Approved
- PATRIOT INVESTMENT MANAGEMENT GROUP INCRegistered Investment Advisers · CRD # 112155 · TN · Approved
- PATTEN AND PATTEN, INC.Registered Investment Advisers · CRD # 105414 · TN · Approved
- PATTON ALBERTSON MILLER GROUP, LLCRegistered Investment Advisers · CRD # 281558 · TN · Approved
- PAUL WINKLER, INC.Registered Investment Advisers · CRD # 119342 · TN · Approved
- PHAROS CAPITAL GROUP, LLCRegistered Investment Advisers · CRD # 158849 · TN · Approved
- PLANROCK INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 304803 · TN · Approved
- POINTER MANAGEMENT, LLCRegistered Investment Advisers · CRD # 156810 · TN · Approved
- POPE ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 113584 · TN · Approved
- PRESERVER PARTNERS LLCRegistered Investment Advisers · CRD # 152356 · TN · Approved
- PRIVATE WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 120823 · TN · Approved
- PROFFITT & GOODSON INC.Registered Investment Advisers · CRD # 105278 · TN · Approved