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
- ONE OAK HOLDINGS LLCRegistered Investment Advisers · CRD # 334282 · Approved
- ONE QUEEN CAPITAL INC.Registered Investment Advisers · CRD # 315926 · Approved
- ONEX PARTNERS MANAGER LPRegistered Investment Advisers · CRD # 160923 · Approved
- OPEN SOURCE INVESTMENTS, LLCRegistered Investment Advisers · CRD # 287501 · Approved
- OPPORTUNUS WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 300141 · Approved
- OPTIMIZE WEALTH MANAGEMENT INC.Registered Investment Advisers · CRD # 333695 · Approved
- OPTIMIZED INVESTMENT PARTNERS, LLCRegistered Investment Advisers · CRD # 322145 · Approved
- ORASIS CAPITALRegistered Investment Advisers · CRD # 172536 · Approved
- ORCAM FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 164874 · Approved
- ORCHARD ADVISORS LLCRegistered Investment Advisers · CRD # 284061 · Approved
- ORCHARD GLOBAL ASSET MANAGEMENT LLPRegistered Investment Advisers · CRD # 287599 · Approved
- ORIGEM INTERNATIONAL ADVISORY LLCRegistered Investment Advisers · CRD # 333738 · Approved
- ORIGIN INVESTMENT ADVISORY LLCRegistered Investment Advisers · CRD # 305353 · Approved
- OROGRAPHIC FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 323980 · Approved
- ORTELIUS CAPITAL PARTNERS, LLCRegistered Investment Advisers · CRD # 138284 · Approved
- OSMOSIS INVESTMENT MANAGEMENT US LLCRegistered Investment Advisers · CRD # 283049 · Approved
- OTG ASSET MANAGEMENT, LTD.Registered Investment Advisers · CRD # 309729 · Approved
- OTUS CAPITAL MANAGEMENT LIMITEDRegistered Investment Advisers · CRD # 284879 · Approved
- OUTLANDER MANAGEMENT, LLCRegistered Investment Advisers · CRD # 325268 · Approved
- OUTWING, LLCRegistered Investment Advisers · CRD # 322444 · Approved
- OVATA CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 316669 · Approved
- OVERLOOK INVESTMENTS L.P.Registered Investment Advisers · CRD # 137931 · Approved
- OVERLOOK INVESTMENTS LIMITEDRegistered Investment Advisers · CRD # 137926 · Approved
- OVERSEAS CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 318243 · Approved
- PACIFIC CAPITAL PARTNERS LIMITEDRegistered Investment Advisers · CRD # 305066 · Approved
- PACIFIC HARBOR HOLDINGS, LIMITEDRegistered Investment Advisers · CRD # 164404 · Approved
- PACIFIC MANAGEMENT PARTNERS LLCRegistered Investment Advisers · CRD # 172044 · Approved
- PACIFICA CAPITAL INVESTMENTS LLCRegistered Investment Advisers · CRD # 125790 · Approved
- PACIFICA PARTNERS CAPITAL MANAGEMENT INC.Registered Investment Advisers · CRD # 162313 · Approved
- PACIFICA PARTNERS INCRegistered Investment Advisers · CRD # 148834 · Approved
- PALADIN REALTY PARTNERS, LLCRegistered Investment Advisers · CRD # 158258 · Approved
- PALM SPRINGS ADVISORY LLCRegistered Investment Advisers · CRD # 289398 · Approved
- PALOMAR ADVISORS INC.Registered Investment Advisers · CRD # 285358 · Approved
- PALOS MANAGEMENT INC.Registered Investment Advisers · CRD # 304309 · Approved
- PAMALICAN ASSET MANAGEMENT LIMITEDRegistered Investment Advisers · CRD # 331819 · Approved
- PANDOWEALTH. LLCRegistered Investment Advisers · CRD # 281456 · Approved
- PANTHEON VENTURES (UK) LLPRegistered Investment Advisers · CRD # 161631 · Approved
- PARADICE INVESTMENT MANAGEMENT LLCRegistered Investment Advisers · CRD # 164411 · Approved
- PARAGON INVESTING, LLCRegistered Investment Advisers · CRD # 310897 · Approved
- PARCO WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 306826 · Approved
- PARK STREET CAPITAL ADVISERS, L.L.C.Registered Investment Advisers · CRD # 115443 · Approved
- PARKER INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 112798 · Approved
- PARKVIEW LTD.Registered Investment Advisers · CRD # 160171 · Approved
- PARROT FINANCE, INC.Registered Investment Advisers · CRD # 338169 · Approved
- PARSOW MANAGEMENT LLCRegistered Investment Advisers · CRD # 160486 · Approved
- PARVUS ASSET MANAGEMENT JERSEY LIMITEDRegistered Investment Advisers · CRD # 174027 · Approved
- PASCAL INVESTMENT ADVISERS SARegistered Investment Advisers · CRD # 338038 · Approved
- PASKIN & BERLER CAPITAL ADVISORS, LLCRegistered Investment Advisers · CRD # 160004 · Approved
- PASNAU INVESTMENT MANAGEMENT, INC.Registered Investment Advisers · CRD # 125647 · Approved
- PATHWAYS WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 154125 · Approved