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
- PROSPER WEALTH SOLUTIONS, LLCRegistered Investment Advisers · CRD # 311144 · UT · Approved
- PROVIDENT LIVING FINANCIAL SERVICES, INC.Registered Investment Advisers · CRD # 282665 · UT · Approved
- REACH WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 333710 · UT · Approved
- REEF INVESTMENT MANAGEMENT LLCRegistered Investment Advisers · CRD # 309186 · UT · Approved
- REFINED WEALTH MANAGEMENTRegistered Investment Advisers · CRD # 169563 · UT · Approved
- RILEY S. CROSBIE ADVISORY, LLCRegistered Investment Advisers · CRD # 336507 · UT · Approved
- SANDLOT PARTNERS, LLCRegistered Investment Advisers · CRD # 311409 · UT · Approved
- SANDLOT PRIVATE WEALTH LLCRegistered Investment Advisers · CRD # 335925 · UT · Approved
- SEPIO CAPITAL, LPRegistered Investment Advisers · CRD # 285645 · UT · Approved
- SEVEN CANYONS ADVISORS, LLCRegistered Investment Advisers · CRD # 290334 · UT · Approved
- SG TRADING SOLUTIONS, LLCRegistered Investment Advisers · CRD # 322928 · UT · Approved
- SLAYTON LEWIS INCRegistered Investment Advisers · CRD # 114596 · UT · Approved
- SMEDLEY FINANCIAL SERVICES INCRegistered Investment Advisers · CRD # 110870 · UT · Approved
- SOLIDARITY CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 322596 · UT · Approved
- SOLIDARITY WEALTH, LLCRegistered Investment Advisers · CRD # 315843 · UT · Approved
- SOLTIS INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 154690 · UT · Approved
- SORENSON IMPACT ADVISORY, LLCRegistered Investment Advisers · CRD # 324124 · UT · Approved
- SOULENCE WEALTH MANAGEMENT II LLCRegistered Investment Advisers · CRD # 340580 · UT · Approved
- SQUIRE INVESTMENT MANAGEMENT COMPANY, LLCRegistered Investment Advisers · CRD # 117750 · UT · Approved
- STONEBRIAR WEALTH, LLCRegistered Investment Advisers · CRD # 327618 · UT · Approved
- STRATEGIC PLANNING GROUP, LLCRegistered Investment Advisers · CRD # 113844 · UT · Approved
- SUMMIT GLOBAL INVESTMENTS, LLCRegistered Investment Advisers · CRD # 157091 · UT · Approved
- SUN FINANCIAL, INC.Registered Investment Advisers · CRD # 333404 · UT · Approved
- SUNDANCE BAY INVESTMENT MANAGER, LLCRegistered Investment Advisers · CRD # 301868 · UT · Approved
- SWITCHPOINT FINANCIAL PLANNING LLCRegistered Investment Advisers · CRD # 282856 · UT · Approved
- TANARA WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 340174 · UT · Approved
- TAYLOR DERRICK CAPITAL, L.L.C.Registered Investment Advisers · CRD # 158016 · UT · Approved
- TENCAP WEALTH COACHING, LLCRegistered Investment Advisers · CRD # 166130 · UT · Approved
- TETON WEALTH GROUP LLCRegistered Investment Advisers · CRD # 311230 · UT · Approved
- THE CYNOSURE GROUPRegistered Investment Advisers · CRD # 281399 · UT · Approved
- THE KARRAS COMPANY, INC.Registered Investment Advisers · CRD # 109578 · UT · Approved
- THE NORDEN GROUP LLCRegistered Investment Advisers · CRD # 323988 · UT · Approved
- THE PROFESSIONAL FINANCIAL COMPANY LLCRegistered Investment Advisers · CRD # 286419 · UT · Approved
- THISTLE CREEK CAPITAL, LLCRegistered Investment Advisers · CRD # 331449 · UT · Approved
- THREE SEASONS WEALTHRegistered Investment Advisers · CRD # 326517 · UT · Approved
- TOWER ARCH CAPITAL, L.P.Registered Investment Advisers · CRD # 169057 · UT · Approved
- TOWNSQUARE CAPITAL, LLCRegistered Investment Advisers · CRD # 288576 · UT · Approved
- VALUED WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 316746 · UT · Approved
- VERITAS WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 160600 · UT · Approved
- WASATCH ADVISORS LPRegistered Investment Advisers · CRD # 106081 · UT · Approved
- WASATCH INVESTMENT FUND MANAGER, LLCRegistered Investment Advisers · CRD # 325037 · UT · Approved
- WASATCH VENTURE MANAGEMENT, LLCRegistered Investment Advisers · CRD # 326762 · UT · Approved
- WEALTH FOUNDATIONS PARTNERS, LLCRegistered Investment Advisers · CRD # 330999 · UT · Approved
- WEALTH MANAGEMENT CPAS, LLCRegistered Investment Advisers · CRD # 310096 · UT · Approved
- WEALTH NAVIGATION, LLCRegistered Investment Advisers · CRD # 140612 · UT · Approved
- WEST RIM CAPITAL ASSOCIATES II, L.P.Registered Investment Advisers · CRD # 145085 · UT · Approved
- WEST RIM II UGP, LLCRegistered Investment Advisers · CRD # 339904 · UT · Approved
- WESTWOOD GLOBAL INVESTMENTS LLCRegistered Investment Advisers · CRD # 125012 · UT · Approved
- YOUR IA, LLCRegistered Investment Advisers · CRD # 338535 · UT · Approved
- ZIONS CAPITAL ADVISORS, INC.Registered Investment Advisers · CRD # 131308 · UT · Approved