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
- JACKSON NATIONAL ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 111079 · MI · Approved
- JENNY WEAVER CAPITAL LLCRegistered Investment Advisers · CRD # 336311 · MI · Approved
- JFR FINANCIAL SERVICES, INC.Registered Investment Advisers · CRD # 124456 · MI · Approved
- JLB & ASSOCIATES INCRegistered Investment Advisers · CRD # 104655 · MI · Approved
- JOHN A. WOLFE & ASSOCIATES, INC.Registered Investment Advisers · CRD # 110799 · MI · Approved
- JVL ASSOCIATES, LLCRegistered Investment Advisers · CRD # 124018 · MI · Approved
- K2 CAPITAL ADV, LLCExempt Reporting Advisers · CRD # 318055 · MI · ERA - Active
- KAYDAN WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 108964 · MI · Approved
- KELLY WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 328386 · MI · Approved
- KROON & MITCHELL ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 168120 · MI · Approved
- KRS CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 142928 · MI · Approved
- LAFLEUR & GODFREY LLCRegistered Investment Advisers · CRD # 168831 · MI · Approved
- LAKESHORE FINANCIAL PLANNING INC.Registered Investment Advisers · CRD # 299129 · MI · Approved
- LAKESIDE DRIVE MANAGEMENT LLCRegistered Investment Advisers · CRD # 306808 · MI · Approved
- LEGACY FINANCIAL SERVICES GROUP, INC.Registered Investment Advisers · CRD # 140514 · MI · Approved
- LEGACY WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 281810 · MI · Approved
- LEONARD ADVISORY GROUP LLCRegistered Investment Advisers · CRD # 321165 · MI · Approved
- LFN ADVISORS INC.Registered Investment Advisers · CRD # 169361 · MI · Approved
- LIBERTY CAPITAL MANAGEMENT INCRegistered Investment Advisers · CRD # 106063 · MI · Approved
- LIFECYCLE FINANCIAL PLANNERS INC.Registered Investment Advisers · CRD # 290250 · MI · Approved
- LIFEWORKS ADVISORS, LLCRegistered Investment Advisers · CRD # 288255 · MI · Approved
- LIGHTSQUARE WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 324958 · MI · Approved
- LONG ROAD INVESTMENT COUNSEL, LLCRegistered Investment Advisers · CRD # 171343 · MI · Approved
- LS INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 146829 · MI · Approved
- LUDLOW MANAGEMENT GROUP, LLCExempt Reporting Advisers · CRD # 283433 · MI · ERA - Active
- LVM CAPITAL MANAGEMENT LTDRegistered Investment Advisers · CRD # 111039 · MI · Approved
- LVZ, INC.Registered Investment Advisers · CRD # 124228 · MI · Approved
- M1 CAPITAL MANAGEMENTRegistered Investment Advisers · CRD # 158269 · MI · Approved
- MAINSTAY CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 109528 · MI · Approved
- MANAGED ASSET PORTFOLIOS, LLCRegistered Investment Advisers · CRD # 109574 · MI · Approved
- MANER WEALTH, LLCRegistered Investment Advisers · CRD # 308146 · MI · Approved
- MARKETOCRACY MASTERS INC.Registered Investment Advisers · CRD # 314667 · MI · Approved
- MARNELL MANAGEMENT LLCRegistered Investment Advisers · CRD # 284918 · MI · Approved
- MARRAM VENTURES LLCExempt Reporting Advisers · CRD # 343496 · MI · ERA - Active
- MATTSON FINANCIAL SERVICES, LLCRegistered Investment Advisers · CRD # 153067 · MI · Approved
- MBX INVESTORS LLCRegistered Investment Advisers · CRD # 339299 · MI · Approved
- MCMILLAN OFFICE, INC.Registered Investment Advisers · CRD # 157836 · MI · Approved
- MCQUEEN FINANCIAL ADVISORS II, INC.Registered Investment Advisers · CRD # 109325 · MI · Approved
- MD WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 297823 · MI · Approved
- MEADOWBROOK INVESTMENT ADVISORS LLCRegistered Investment Advisers · CRD # 109960 · MI · Approved
- MELONE PRIVATE WEALTH, LLCRegistered Investment Advisers · CRD # 311638 · MI · Approved
- MIDWEST CAPITAL ADVISORS, LLCRegistered Investment Advisers · CRD # 125389 · MI · Approved
- MILLER CAPITAL PARTNERS, INC.Registered Investment Advisers · CRD # 124489 · MI · Approved
- MILLER FINANCIAL SERVICES LLCRegistered Investment Advisers · CRD # 143788 · MI · Approved
- MKD WEALTH COACHES, LLCRegistered Investment Advisers · CRD # 144994 · MI · Approved
- MODELL CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 339228 · MI · Approved
- MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLCRegistered Investment Advisers · CRD # 284251 · MI · Approved
- MOTIVE WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 312303 · MI · Approved
- MUDITA VENTURE PARTNERS LLCExempt Reporting Advisers · CRD # 318609 · MI · ERA - Active
- N.V.N.G. INVESTMENTS, INC.Registered Investment Advisers · CRD # 107446 · MI · Approved