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
- WHELAN FINANCIALRegistered Investment Advisers · CRD # 107227 · CA · Approved
- WHITE OAK GLOBAL ADVISORS, LLCRegistered Investment Advisers · CRD # 149659 · CA · Approved
- WHITMAN/PETERSON, LLCRegistered Investment Advisers · CRD # 296087 · CA · Approved
- WHITTIER ADVISORS, LLCRegistered Investment Advisers · CRD # 318024 · CA · Approved
- WIL, LLCRegistered Investment Advisers · CRD # 170737 · CA · Approved
- WILLIAM O'NEIL + CO. INCORPORATEDRegistered Investment Advisers · CRD # 152620 · CA · Approved
- WILLIAMS & NOVAK WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 324173 · CA · Approved
- WILLNER & HELLER LLCRegistered Investment Advisers · CRD # 135406 · CA · Approved
- WILLOW CREEK WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 109240 · CA · Approved
- WILLOW GROVE ADVISORS, LLCRegistered Investment Advisers · CRD # 151993 · CA · Approved
- WILSEY ASSET MANAGEMENT INCORPORATEDRegistered Investment Advisers · CRD # 130482 · CA · Approved
- WILSHIRE ADVISORS LLCRegistered Investment Advisers · CRD # 6210 · CA · Approved
- WILSHIRE QUINN CAPITAL, INC.Registered Investment Advisers · CRD # 148012 · CA · Approved
- WIMMER ASSOCIATES I, LLCRegistered Investment Advisers · CRD # 125243 · CA · Approved
- WINDJAMMER MANAGEMENT PARTNERS, L.P.Registered Investment Advisers · CRD # 160396 · CA · Approved
- WINDWARD CAPITAL MANAGEMENT CORegistered Investment Advisers · CRD # 106908 · CA · Approved
- WING FINANCIAL INC.Registered Investment Advisers · CRD # 333826 · CA · Approved
- WINTERS FINANCIAL GROUP, INC.Registered Investment Advisers · CRD # 309549 · CA · Approved
- WNDRCO CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 318443 · CA · Approved
- WOLFF WIESE MAGANA LLCRegistered Investment Advisers · CRD # 157620 · CA · Approved
- WOLFGANG CAPITAL LLCRegistered Investment Advisers · CRD # 283525 · CA · Approved
- WOMACK WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 146126 · CA · Approved
- WOODLINE PARTNERS LPRegistered Investment Advisers · CRD # 301480 · CA · Approved
- WOODWARD DIVERSIFIED CAPITAL, LLCRegistered Investment Advisers · CRD # 306299 · CA · Approved
- WRAPMANAGER INCRegistered Investment Advisers · CRD # 108834 · CA · Approved
- WRIGHT WEALTH STRATEGIES, LLCRegistered Investment Advisers · CRD # 304289 · CA · Approved
- WULFF, HANSEN & CO.Registered Investment Advisers · CRD # 908 · CA · Approved
- WWM ADVISORY INC.Registered Investment Advisers · CRD # 133611 · CA · Approved
- WYNN CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 119355 · CA · Approved
- X ADVISORS, LLCRegistered Investment Advisers · CRD # 315838 · CA · Approved
- XIGINVENT, L.L.C.Registered Investment Advisers · CRD # 156213 · CA · Approved
- XPV MANAGEMENT LLCRegistered Investment Advisers · CRD # 322445 · CA · Approved
- YIHENG CAPITAL MANAGEMENT, L.P.Registered Investment Advisers · CRD # 163812 · CA · Approved
- YODER WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 291826 · CA · Approved
- YOSEMITE CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 124298 · CA · Approved
- YOSEMITE MANAGEMENT, LLCRegistered Investment Advisers · CRD # 326764 · CA · Approved
- YUCAIPA MASTER MANAGER, LLCRegistered Investment Advisers · CRD # 158216 · CA · Approved
- ZANBATO ADVISORS LLCRegistered Investment Advisers · CRD # 311620 · CA · Approved
- ZEPHYR INVESTMENT MANAGEMENT, INC.Registered Investment Advisers · CRD # 166303 · CA · Approved
- ZERMATT WEALTH PARTNERS LLCRegistered Investment Advisers · CRD # 105736 · CA · Approved
- ZERMATT WEALTH, LLCRegistered Investment Advisers · CRD # 307404 · CA · Approved
- ZERO LABS INC.Registered Investment Advisers · CRD # 343612 · CA · Approved
- ZUCKERMAN CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 148549 · CA · Approved