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
- MARATHON CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 119416 · MD · Approved
- MARATHON MICRO PARTNERS, LLCExempt Reporting Advisers · CRD # 175069 · MD · ERA - Active
- MARKS WEALTH, LLCRegistered Investment Advisers · CRD # 310534 · MD · Approved
- MARYLAND CAPITAL ADVISORS, INC.Registered Investment Advisers · CRD # 134875 · MD · Approved
- MAULOA MANAGEMENT, LLCExempt Reporting Advisers · CRD # 329532 · MD · ERA - Active
- MDRN CAPITAL, LLCRegistered Investment Advisers · CRD # 325950 · MD · Approved
- MERITIS WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 336539 · MD · Approved
- MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 285820 · MD · Approved
- MONTGOMERY FINANCIAL SERVICES, LLCRegistered Investment Advisers · CRD # 170024 · MD · Approved
- MONTGOMERY INVESTMENT MANAGEMENT INCRegistered Investment Advisers · CRD # 105417 · MD · Approved
- MOORE WEALTH LLCRegistered Investment Advisers · CRD # 323374 · MD · Approved
- MOUNT VERNON ASSOCIATES INCRegistered Investment Advisers · CRD # 107099 · MD · Approved
- MRE MANAGEMENT, LLCRegistered Investment Advisers · CRD # 338513 · MD · Approved
- MV CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 139034 · MD · Approved
- MY WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 168566 · MD · Approved
- NEA MEMBER BENEFITSRegistered Investment Advisers · CRD # 138196 · MD · Approved
- NEW CENTURY ADVISORS, LLCRegistered Investment Advisers · CRD # 122478 · MD · Approved
- NEXUS338, LLCRegistered Investment Advisers · CRD # 315250 · MD · Approved
- NMGF MANAGEMENT, LLCExempt Reporting Advisers · CRD # 163508 · MD · ERA - Active
- NORTHBROOK FINANCIAL PLANNING LLCRegistered Investment Advisers · CRD # 309060 · MD · Approved
- NORTHLANE CAPITAL PARTNERS, LLCRegistered Investment Advisers · CRD # 285990 · MD · Approved
- NORTHPOND VENTURES, LLCExempt Reporting Advisers · CRD # 297265 · MD · ERA - Active
- OAKMONT WEALTH ADVISORY, LLCRegistered Investment Advisers · CRD # 299021 · MD · Approved
- OUTCOME DRIVEN STRATEGIES, LLCRegistered Investment Advisers · CRD # 311398 · MD · Approved
- OXFORD PLANNING GROUP, LLCRegistered Investment Advisers · CRD # 286017 · MD · Approved
- PARTNERSHIP WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 285718 · MD · Approved
- PATIENT CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 307336 · MD · Approved
- PENNINGTON PARTNERS & CO., LLCRegistered Investment Advisers · CRD # 282688 · MD · Approved
- PKS INVESTMENT ADVISORS LLCRegistered Investment Advisers · CRD # 110147 · MD · Approved
- PLANVEST FINANCIAL, INC.Registered Investment Advisers · CRD # 290306 · MD · Approved
- PLOTKIN FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 127635 · MD · Approved
- PNC CAPITAL ADVISORS LLCRegistered Investment Advisers · CRD # 151829 · MD · Approved
- POINTER FINANCIAL ADVISORS LLCRegistered Investment Advisers · CRD # 326745 · MD · Approved
- POTOMAC ASSET MANAGEMENT CO INCRegistered Investment Advisers · CRD # 105730 · MD · Approved
- POTOMAC FUND MANAGEMENT INCRegistered Investment Advisers · CRD # 105413 · MD · Approved
- PROFUND ADVISORS LLCRegistered Investment Advisers · CRD # 109585 · MD · Approved
- PROMETHIUM ADVISORS, LLCRegistered Investment Advisers · CRD # 329565 · MD · Approved
- PROPEL MANAGEMENT, LLCExempt Reporting Advisers · CRD # 172402 · MD · ERA - Active
- PROSHARE ADVISORS LLCRegistered Investment Advisers · CRD # 134155 · MD · Approved
- PROSHARE INVESTMENT MANAGEMENT LLCRegistered Investment Advisers · CRD # 342578 · MD · Approved
- PROSTATIS GROUP LLCRegistered Investment Advisers · CRD # 132662 · MD · Approved
- PROTEUS CAPITAL SOLUTIONS, LLCExempt Reporting Advisers · CRD # 309274 · MD · ERA - Active
- PSG CREDIT GP, LLCRegistered Investment Advisers · CRD # 311297 · MD · Approved
- PTX CAPITAL LLCExempt Reporting Advisers · CRD # 333139 · MD · ERA - Active
- QP CONSULTING, LLCRegistered Investment Advisers · CRD # 129601 · MD · Approved
- QUANTUM FINANCIAL ADVISORS INCRegistered Investment Advisers · CRD # 113563 · MD · Approved
- QUESTMARK MANAGEMENT COMPANY, LLCExempt Reporting Advisers · CRD # 171108 · MD · ERA - Active
- RCS FINANCIAL PLANNING, LLCRegistered Investment Advisers · CRD # 291678 · MD · Approved
- REALTERM TRANSPORTATION LLCRegistered Investment Advisers · CRD # 322689 · MD · Approved
- RED OAK FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 166912 · MD · Approved