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
- FOUNDERS' CO-OP IV GENERAL PARTNER LLCExempt Reporting Advisers · CRD # 294007 · WA · ERA - Active
- FRAZIER MANAGEMENT, L.L.C.Registered Investment Advisers · CRD # 157324 · WA · Approved
- FREESTONE CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 145711 · WA · Approved
- FULCRUM CAPITAL, LLCRegistered Investment Advisers · CRD # 145322 · WA · Approved
- FULCRUM WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 169277 · WA · Approved
- FUSE VENTURES MANAGEMENT, LLCExempt Reporting Advisers · CRD # 314167 · WA · ERA - Active
- GARDE CAPITAL, INC.Registered Investment Advisers · CRD # 151043 · WA · Approved
- GENERATIVE CAPITAL LLCExempt Reporting Advisers · CRD # 335375 · WA · ERA - Active
- GEVERS WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 340092 · WA · Approved
- GLOBAL PARTNERSHIPSRegistered Investment Advisers · CRD # 300844 · WA · Approved
- GOLDFINCH PARTNERS LPRegistered Investment Advisers · CRD # 300919 · WA · Approved
- GOULD CAPITAL, LLCRegistered Investment Advisers · CRD # 300609 · WA · Approved
- GQG PRIVATE CAPITAL SOLUTIONS LLCRegistered Investment Advisers · CRD # 332231 · WA · Approved
- GREENE WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 137810 · WA · Approved
- GREYSTONE FINANCIAL & ESTATE SERVICES, INC.Registered Investment Advisers · CRD # 318092 · WA · Approved
- GRIFFITHS, DREHER & EVANS, P.S., CPASRegistered Investment Advisers · CRD # 142448 · WA · Approved
- GUIDE ADVISORS, INC.Registered Investment Advisers · CRD # 281828 · WA · Approved
- HALLETT INVESTMENTS, LLCRegistered Investment Advisers · CRD # 306187 · WA · Approved
- HAMRICK INVESTMENT COUNSEL, LLCRegistered Investment Advisers · CRD # 116314 · WA · Approved
- HARBORVIEW ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 332767 · WA · Approved
- HARBOUR INVESTMENT MANAGEMENT L.L.C.Registered Investment Advisers · CRD # 111166 · WA · Approved
- HARLOW WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 148315 · WA · Approved
- HELIUM ADVISORS LLCRegistered Investment Advisers · CRD # 282356 · WA · Approved
- HELM CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 123174 · WA · Approved
- HELMSMAN FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 113780 · WA · Approved
- HEXA MANAGEMENT GROUP LLCExempt Reporting Advisers · CRD # 341582 · WA · ERA - Active
- HFG ADVISORS, INC.Registered Investment Advisers · CRD # 316446 · WA · Approved
- HIDDEN COVE WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 318677 · WA · Approved
- HIGHBURY PACIFIC CAPITAL CORP.Registered Investment Advisers · CRD # 157778 · WA · Approved
- HIGHLAND CAPITAL ADVISORS, LLCRegistered Investment Advisers · CRD # 139780 · WA · Approved
- HIMALAYA CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 157594 · WA · Approved
- HOHIMER WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 300140 · WA · Approved
- HOT CREEK CAPITAL, L.L.C.Registered Investment Advisers · CRD # 162371 · WA · Approved
- IGNITION VENTURES MANAGEMENT II, LLCExempt Reporting Advisers · CRD # 167529 · WA · ERA - Active
- IGNITION VENTURES MANAGEMENT, LLCExempt Reporting Advisers · CRD # 160814 · WA · ERA - Active
- ILLUMINE INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 311661 · WA · Approved
- INATAI INVESTMENT MANAGEMENT CO. LLCRegistered Investment Advisers · CRD # 329696 · WA · Approved
- INTEGRATED QUANTITATIVE INVESTMENTS LLCRegistered Investment Advisers · CRD # 310106 · WA · Approved
- INTEGRATED WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 314575 · WA · Approved
- INTEGRITY WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 150103 · WA · Approved
- INTERCHANGE ADVISERS LLCRegistered Investment Advisers · CRD # 338973 · WA · 120-Day Approval
- INVESCO MANAGED ACCOUNTS, LLCRegistered Investment Advisers · CRD # 154461 · WA · Approved
- INVESTORS PORTFOLIO SERVICES LLCRegistered Investment Advisers · CRD # 117299 · WA · Approved
- JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENTRegistered Investment Advisers · CRD # 109542 · WA · Approved
- JMK & ASSOCIATES, LLCRegistered Investment Advisers · CRD # 312760 · WA · Approved
- JOHNSON & SHUTE INVESTMENT ADVISORS, INC.Registered Investment Advisers · CRD # 116667 · WA · Approved
- JOHNSON BIXBY & ASSOCIATES, LLCRegistered Investment Advisers · CRD # 310839 · WA · Approved
- KAIROS CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 150342 · WA · Approved
- KAIZEN FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 155353 · WA · Approved
- KILEY JUERGENS WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 151088 · WA · Approved