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
- INVESTURE, LLCRegistered Investment Advisers · CRD # 130099 · VA · Approved
- IRON PATH CAPITAL, L.P.Registered Investment Advisers · CRD # 316139 · VA · Approved
- JAMES RIVER ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 117917 · VA · Approved
- JAMES SCOTT S CORegistered Investment Advisers · CRD # 105861 · VA · Approved
- JJSA ADVISORS, LTD.Registered Investment Advisers · CRD # 116460 · VA · Approved
- JOSS BROWN WEALTH ADVISORS GROUP LLCRegistered Investment Advisers · CRD # 324719 · VA · Approved
- JUNO FINANCIAL GROUP LLCRegistered Investment Advisers · CRD # 336362 · VA · Approved
- KAH CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 298287 · VA · Approved
- KANAWHA CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 118458 · VA · Approved
- KENNONDALE CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 299863 · VA · Approved
- KEYSTONE ASSET MANAGEMENT, INC.Registered Investment Advisers · CRD # 130101 · VA · Approved
- KFA PRIVATE WEALTH GROUP, LLCRegistered Investment Advisers · CRD # 281678 · VA · Approved
- KINLOCH CAPITAL, LLCRegistered Investment Advisers · CRD # 300735 · VA · Approved
- KIRK CAPITAL ADVISORS LLCRegistered Investment Advisers · CRD # 312401 · VA · Approved
- KORVING & COMPANY LLCRegistered Investment Advisers · CRD # 152095 · VA · Approved
- LB PARTNERS LLCRegistered Investment Advisers · CRD # 309088 · VA · Approved
- LCW SERVICES, LLCRegistered Investment Advisers · CRD # 337998 · VA · Approved
- LEGACY WEALTH ADVISOR LLCRegistered Investment Advisers · CRD # 334697 · VA · Approved
- LEGACY WEALTH MANAGEMENT GROUP, INC.Registered Investment Advisers · CRD # 322235 · VA · Approved
- LEGACY WEALTH MANAGEMENT INC.Registered Investment Advisers · CRD # 173453 · VA · Approved
- LNC MANAGEMENT, LLCRegistered Investment Advisers · CRD # 319581 · VA · Approved
- LOWE, BROCKENBROUGH & COMPANY, INC.Registered Investment Advisers · CRD # 105142 · VA · Approved
- MAROTTA ASSET MANAGEMENT, INC.Registered Investment Advisers · CRD # 115645 · VA · Approved
- MASON & ASSOCIATES, LLCRegistered Investment Advisers · CRD # 307206 · VA · Approved
- MASON INVESTMENT ADVISORY SERVICES INCRegistered Investment Advisers · CRD # 111113 · VA · Approved
- MASONRY CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 292664 · VA · Approved
- MCGINN PENNINGER INVESTMENT MANAGEMENT INC.Registered Investment Advisers · CRD # 107396 · VA · Approved
- MCLAUGHLIN RYDER INVESTMENTS, INC.Registered Investment Advisers · CRD # 147529 · VA · Approved
- MCLEAN ASSET MANAGEMENT CORPORATIONRegistered Investment Advisers · CRD # 108067 · VA · Approved
- MERIDIAN FINANCIAL PARTNERS LLCRegistered Investment Advisers · CRD # 281969 · VA · Approved
- MIDATLANTIC CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 116524 · VA · Approved
- MOMENTUS MANAGER LLCRegistered Investment Advisers · CRD # 324068 · VA · Approved
- MONTVUE CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 116807 · VA · Approved
- MONUMENT CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 159882 · VA · Approved
- MORRIS & WELLS WEALTH MANAGEMENTRegistered Investment Advisers · CRD # 162411 · VA · Approved
- MOTLEY FOOL ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 149688 · VA · Approved
- MWA INVESTMENTS, LLCRegistered Investment Advisers · CRD # 156685 · VA · Approved
- NAVIMED CAPITAL ADVISORS, LLCRegistered Investment Advisers · CRD # 169508 · VA · Approved
- NAVY FEDERAL INVESTMENT SERVICES, LLCRegistered Investment Advisers · CRD # 138459 · VA · Approved
- NEW RIVER FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 283428 · VA · Approved
- NORTHWEST FINANCIAL ADVISORS LLCRegistered Investment Advisers · CRD # 166769 · VA · Approved
- NORTON CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 110398 · VA · Approved
- OAK BARREL WEALTH ADVISORY LLCRegistered Investment Advisers · CRD # 333693 · VA · Approved
- OCTAGON FINANCE LLCRegistered Investment Advisers · CRD # 289850 · VA · Approved
- OCTOBER EFFECT LTD.Registered Investment Advisers · CRD # 281369 · VA · Approved
- OLIO FINANCIAL PLANNING, LLCRegistered Investment Advisers · CRD # 282355 · VA · Approved
- OMEGA WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 132580 · VA · Approved
- OPULEN FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 173963 · VA · Approved
- OXFORD CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 118359 · VA · Approved
- OXFORD FINANCE ADVISORS, LLCRegistered Investment Advisers · CRD # 304433 · VA · Approved