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
- VERIS WEALTH PARTNERS, LLCRegistered Investment Advisers · CRD # 143588 · CA · Approved
- VERITA STRATEGIC WEALTH PARTNERS, LLCRegistered Investment Advisers · CRD # 335215 · CA · Approved
- VERITY WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 126742 · CA · Approved
- VERNAL POINT ADVISORS, LLCRegistered Investment Advisers · CRD # 166587 · CA · Approved
- VERSO PARTNERS LPRegistered Investment Advisers · CRD # 318319 · CA · Approved
- VERT ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 288445 · CA · Approved
- VICTUS CAPTIAL WEALTH, LLCRegistered Investment Advisers · CRD # 154899 · CA · Approved
- VIDA WEALTH PARTNERS, INC.Registered Investment Advisers · CRD # 140824 · CA · Approved
- VIENNA ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 299725 · CA · Approved
- VILA, LLCRegistered Investment Advisers · CRD # 307186 · CA · Approved
- VILLAGE GLOBAL MANAGEMENT, L.L.C.Registered Investment Advisers · CRD # 289258 · CA · Approved
- VINCIMUS CAPITAL, LLCRegistered Investment Advisers · CRD # 321865 · CA · Approved
- VIOLICH CAPITAL MANAGEMENTRegistered Investment Advisers · CRD # 111410 · CA · Approved
- VIRGO INVESTMENT GROUP LLCRegistered Investment Advisers · CRD # 157297 · CA · Approved
- VISTA ADVISOR GROUP, LLCRegistered Investment Advisers · CRD # 307268 · CA · Approved
- VISTA EQUITY PARTNERS MANAGEMENT, LLCRegistered Investment Advisers · CRD # 156973 · CA · Approved
- VISTA POINT ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 341810 · CA · 120-Day Approval
- VISTICA WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 147297 · CA · Approved
- VIVO CAPITAL LLCRegistered Investment Advisers · CRD # 159868 · CA · Approved
- VMG PARTNERS II, LLCRegistered Investment Advisers · CRD # 157720 · CA · Approved
- VOLEON CAPITAL MANAGEMENT LPRegistered Investment Advisers · CRD # 147443 · CA · Approved
- VOLT EQUITY LLCRegistered Investment Advisers · CRD # 310402 · CA · Approved
- VOYAGER MANAGEMENT, LLCRegistered Investment Advisers · CRD # 135434 · CA · Approved
- WALK-ON CAPITAL, LLCRegistered Investment Advisers · CRD # 331407 · CA · Approved
- WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITSRegistered Investment Advisers · CRD # 106268 · CA · Approved
- WALLACE ADVISORY GROUP, LLCRegistered Investment Advisers · CRD # 281049 · CA · Approved
- WALLENDER, TIMOTHY JOSEPHRegistered Investment Advisers · CRD # 138301 · CA · Approved
- WARD & ASSOCIATESRegistered Investment Advisers · CRD # 107878 · CA · Approved
- WARM SPRINGS ADVISORS INC.Registered Investment Advisers · CRD # 306501 · CA · Approved
- WARREN STREET WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 173447 · CA · Approved
- WAVE DIGITAL ASSETS LLCRegistered Investment Advisers · CRD # 305726 · CA · Approved
- WAVERLEY WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 156023 · CA · Approved
- WCM INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 104702 · CA · Approved
- WE ALLIANCE WEALTH ADVISORS, INC.Registered Investment Advisers · CRD # 175405 · CA · Approved
- WE FINANCIAL GROUP LLCRegistered Investment Advisers · CRD # 298549 · CA · Approved
- WEALTH ANALYTICS PARTNERS, LLCRegistered Investment Advisers · CRD # 140115 · CA · Approved
- WEALTH ARCHITECTS, LLCRegistered Investment Advisers · CRD # 135373 · CA · Approved
- WEALTH COMPASS FINANCIAL, INC.Registered Investment Advisers · CRD # 290139 · CA · Approved
- WEALTH SCRIPT ADVISORS LLCRegistered Investment Advisers · CRD # 334760 · CA · Approved
- WEALTH STRATEGIES GROUPRegistered Investment Advisers · CRD # 326407 · CA · Approved
- WEALTH TEAMS ALLIANCE INC.Registered Investment Advisers · CRD # 168907 · CA · Approved
- WEALTHFRONT ADVISERS LLCRegistered Investment Advisers · CRD # 148456 · CA · Approved
- WEALTHFRONT STRATEGIES LLCRegistered Investment Advisers · CRD # 289148 · CA · Approved
- WEALTHGUARD ADVISORS, INC.Registered Investment Advisers · CRD # 297192 · CA · Approved
- WEALTHLYNK, INC.Registered Investment Advisers · CRD # 327527 · CA · Approved
- WEALTHRISE FINANCIAL PLANNING, LLCRegistered Investment Advisers · CRD # 283764 · CA · Approved
- WEALTHSPIRE RETIREMENT, LLCRegistered Investment Advisers · CRD # 121254 · CA · Approved
- WEALTHSPRING PARTNERS, LLCRegistered Investment Advisers · CRD # 322756 · CA · Approved
- WEALTHVALUES, LLCRegistered Investment Advisers · CRD # 140004 · CA · Approved
- WEATHERLY ASSET MANAGEMENT LPRegistered Investment Advisers · CRD # 106935 · CA · Approved