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
- SQUARE NINE CAPITAL, LPRegistered Investment Advisers · CRD # 336297 · CA · Approved
- SR ONE CAPITAL MANAGEMENT, LPRegistered Investment Advisers · CRD # 306361 · CA · Approved
- SSI INVESTMENT MANAGEMENT LLCRegistered Investment Advisers · CRD # 104889 · CA · Approved
- SST BENEFITS CONSULTING & INSURANCE SERVICES, LLCRegistered Investment Advisers · CRD # 288129 · CA · Approved
- ST. CLAIR FINANCIAL LLCRegistered Investment Advisers · CRD # 151251 · CA · Approved
- STAINES FINANCIAL, LLCRegistered Investment Advisers · CRD # 299405 · CA · Approved
- STAMOS CAPITAL PARTNERS, L.P.Registered Investment Advisers · CRD # 134660 · CA · Approved
- STATHEROS FINANCIAL SOLUTIONS, INC.Registered Investment Advisers · CRD # 306217 · CA · Approved
- STEADVIEW CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 164661 · CA · Approved
- STEELPEAK WEALTH, LLCRegistered Investment Advisers · CRD # 165168 · CA · Approved
- STEP ADVISERS, LLCRegistered Investment Advisers · CRD # 322349 · CA · Approved
- STEPHENSON AND COMPANY, INC.Registered Investment Advisers · CRD # 111453 · CA · Approved
- STEPSTONE GROUP LPRegistered Investment Advisers · CRD # 143635 · CA · Approved
- STEPSTONE GROUP PRIVATE DEBT LLCRegistered Investment Advisers · CRD # 323711 · CA · Approved
- STEPSTONE GROUP REAL ASSETS LPRegistered Investment Advisers · CRD # 281695 · CA · Approved
- STEPSTONE GROUP REAL ESTATE LPRegistered Investment Advisers · CRD # 281698 · CA · Approved
- STERLING GROUP WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 111782 · CA · Approved
- STERLING RETIREMENT GROUP OF SACRAMENTO INC.Registered Investment Advisers · CRD # 168397 · CA · Approved
- STEWART WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 143425 · CA · Approved
- STG PARTNERS, LLCRegistered Investment Advisers · CRD # 291048 · CA · Approved
- STILLWATER CAPITAL MANAGEMENT, CORPRegistered Investment Advisers · CRD # 313075 · CA · Approved
- STITES FINANCIAL CONSULTINGRegistered Investment Advisers · CRD # 293058 · CA · Approved
- STOCK FARM PARTNERS LLCRegistered Investment Advisers · CRD # 300060 · CA · Approved
- STOCKBRIDGE CAPITAL GROUP, LLCRegistered Investment Advisers · CRD # 149002 · CA · Approved
- STOCKTALK INC.Registered Investment Advisers · CRD # 337818 · CA · Approved
- STOIC POINT CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 297766 · CA · Approved
- STOLPER & COMPANYRegistered Investment Advisers · CRD # 6911 · CA · Approved
- STONE STEPS FINANCIAL, LLCRegistered Investment Advisers · CRD # 175289 · CA · Approved
- STONEBRIDGE CAPITAL MANAGEMENT INCRegistered Investment Advisers · CRD # 106073 · CA · Approved
- STONEBRIDGE FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 340200 · CA · Approved
- STRATEGIC GLOBAL ADVISORS, LLCRegistered Investment Advisers · CRD # 286019 · CA · Approved
- STRATEGIC RETIREMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 142887 · CA · Approved
- STRATEGIC WEALTH CAPITAL, LLCRegistered Investment Advisers · CRD # 326299 · CA · Approved
- STRATEGY ASSET MANAGERS L.L.C.Registered Investment Advisers · CRD # 109939 · CA · Approved
- STRATEGY CAPITAL LLCRegistered Investment Advisers · CRD # 169007 · CA · Approved
- STRATTAM CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 171845 · CA · Approved
- STRUCTURAL CAPITAL MANAGEMENT COMPANY II, LPRegistered Investment Advisers · CRD # 284310 · CA · Approved
- SUMERU EQUITY PARTNERS L.P.Registered Investment Advisers · CRD # 172955 · CA · Approved
- SUMMIT WEALTH MANAGEMENT GROUP, INC.Registered Investment Advisers · CRD # 170029 · CA · Approved
- SUMMITRY, LLCRegistered Investment Advisers · CRD # 128586 · CA · Approved
- SUN GROUP WEALTH PARTNERS LLCRegistered Investment Advisers · CRD # 166372 · CA · Approved
- SUNSTONE ADVISORS, LLCRegistered Investment Advisers · CRD # 324002 · CA · Approved
- SUNSTONE PARTNERS MANAGEMENT, LLCRegistered Investment Advisers · CRD # 305064 · CA · Approved
- SUPERBLOOM PARTNERS MANAGEMENT LLCRegistered Investment Advisers · CRD # 330218 · CA · Approved
- SUPERIOR PLANNING, LLCRegistered Investment Advisers · CRD # 130711 · CA · Approved
- SVB ASSET MANAGEMENTRegistered Investment Advisers · CRD # 124567 · CA · Approved
- SVOF/MM, LLCRegistered Investment Advisers · CRD # 132205 · CA · Approved
- SWAD WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 319218 · CA · Approved
- SWEENEY & MICHEL, LLCRegistered Investment Advisers · CRD # 282595 · CA · Approved
- SWEETWATER INVESTMENT MANAGEMENT LLCRegistered Investment Advisers · CRD # 297613 · CA · Approved