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
- 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
- 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
- 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
- N.V.N.G. INVESTMENTS, INC.Registered Investment Advisers · CRD # 107446 · MI · Approved
- NANTUCKET MULTI MANAGERS, LLCRegistered Investment Advisers · CRD # 129024 · MI · Approved
- NORRIS PERNE & FRENCH LLPRegistered Investment Advisers · CRD # 104683 · MI · Approved
- NORTHERN EDGE WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 338102 · MI · Approved
- NORTHERN FINANCIAL ADVISORS, INC.Registered Investment Advisers · CRD # 121088 · MI · Approved
- O2 INVESTMENT PARTNERS, L.P.Registered Investment Advisers · CRD # 291435 · MI · Approved
- OCTO CAPITAL, LLCRegistered Investment Advisers · CRD # 174351 · MI · Approved
- OLD MISSION INVESTMENT COMPANY, LLCRegistered Investment Advisers · CRD # 140381 · MI · Approved
- OLD OAK FINANCIAL PLANNING, INC.Registered Investment Advisers · CRD # 122500 · MI · Approved
- ONTRACK WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 311374 · MI · Approved
- OPTIMAL CAPITAL ADVISORS, LLCRegistered Investment Advisers · CRD # 144719 · MI · Approved
- OTTAWA AVENUE PRIVATE CAPITAL, LLCRegistered Investment Advisers · CRD # 282516 · MI · Approved
- PALATINE HILL, LLCRegistered Investment Advisers · CRD # 305619 · MI · Approved
- PATHWORKS FINANCIAL, INC.Registered Investment Advisers · CRD # 138393 · MI · Approved
- PATRICK FINANCIAL GROUP, L.L.C.Registered Investment Advisers · CRD # 124610 · MI · Approved
- PEAK WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 166944 · MI · Approved
- PEARL PLANNING, LLCRegistered Investment Advisers · CRD # 336568 · MI · Approved
- PENINSULA CAPITAL PARTNERS, L.L.C.Registered Investment Advisers · CRD # 157354 · MI · Approved
- PILGRIMS CAPITAL ADVISORS, INC.Registered Investment Advisers · CRD # 121348 · MI · Approved
- PINNACLE WEALTH MANAGEMENT GROUP, INC.Registered Investment Advisers · CRD # 281935 · MI · Approved