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
- M4A3 LLCRegistered Investment Advisers · CRD # 336172 · CO · Approved
- MAGNIFI LLCRegistered Investment Advisers · CRD # 309397 · CO · Approved
- MAIA WEALTH, LLCRegistered Investment Advisers · CRD # 292817 · CO · Approved
- MAINLINE WEST FUND MANAGER LLCRegistered Investment Advisers · CRD # 147532 · CO · Approved
- MANNA TREE PARTNERS, LLCRegistered Investment Advisers · CRD # 299654 · CO · Approved
- MARSHALL INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 174817 · CO · Approved
- MARSICO CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 109250 · CO · Approved
- MATTERN CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 299342 · CO · Approved
- MAXQ ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 336560 · CO · Approved
- MCALVANY WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 146021 · CO · Approved
- MEKETA CAPITAL, LLCRegistered Investment Advisers · CRD # 328303 · CO · Approved
- MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC.Registered Investment Advisers · CRD # 327830 · CO · Approved
- MERCER GLOBAL ADVISORS INC.Registered Investment Advisers · CRD # 147363 · CO · Approved
- MICA CREEK CAPITAL LLCRegistered Investment Advisers · CRD # 325642 · CO · Approved
- MICHAUD CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 159828 · CO · Approved
- MONTICELLO ASSOCIATES, LLCRegistered Investment Advisers · CRD # 107392 · CO · Approved
- MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLCRegistered Investment Advisers · CRD # 149122 · CO · Approved
- MOUNTAIN CAPITAL INVESTMENT ADVISORS INCRegistered Investment Advisers · CRD # 156660 · CO · Approved
- MOUNTAINGATE MANAGEMENT CO., LLCRegistered Investment Advisers · CRD # 294899 · CO · Approved
- MUTUAL FUND PROTECTION SERVICERegistered Investment Advisers · CRD # 115961 · CO · Approved
- NAVIGATION WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 282640 · CO · Approved
- NILSINE PARTNERS, LLCRegistered Investment Advisers · CRD # 315694 · CO · Approved
- NOBLE WEALTH MANAGEMENT P.B.C.Registered Investment Advisers · CRD # 322607 · CO · Approved
- NOBLE WEALTH PARTNERS, LLCRegistered Investment Advisers · CRD # 298396 · CO · Approved
- NORTHWOOD INVESTORS LLCRegistered Investment Advisers · CRD # 161406 · CO · Approved
- NZS CAPITAL LLCRegistered Investment Advisers · CRD # 305093 · CO · Approved
- OAK STREET INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 288019 · CO · Approved
- OAKWOOD REAL ESTATE PARTNERS, LLCRegistered Investment Advisers · CRD # 169387 · CO · Approved
- OBERMEYER WOOD INVESTMENT COUNSEL, LLLPRegistered Investment Advisers · CRD # 110069 · CO · Approved
- ONE BOW RIVER ADVISERS, LLC.Registered Investment Advisers · CRD # 333311 · CO · Approved
- OPHIR ASSET MANAGEMENT US LLCRegistered Investment Advisers · CRD # 312619 · CO · Approved
- ORIGIN CREDIT ADVISERS, LLCRegistered Investment Advisers · CRD # 324839 · CO · Approved
- OUTBOUND FINANCIAL, INC.Registered Investment Advisers · CRD # 287697 · CO · Approved
- OWL CREEK WEALTH PARTNERS LLCRegistered Investment Advisers · CRD # 331850 · CO · Approved
- PALLER FINANCIAL SERVICES, INC.Registered Investment Advisers · CRD # 161531 · CO · Approved
- PANORAMA WEALTH ADVISORSRegistered Investment Advisers · CRD # 324199 · CO · Approved
- PANORAMIC INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 290770 · CO · Approved
- PARAGON CAPITAL MANAGEMENTRegistered Investment Advisers · CRD # 105147 · CO · Approved
- PARALEL ADVISORS LLCRegistered Investment Advisers · CRD # 315804 · CO · Approved
- PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 288537 · CO · Approved
- PARSONEX ADVISORY SERVICES, INC.Registered Investment Advisers · CRD # 160275 · CO · Approved
- PCM ENCORE, LLCRegistered Investment Advisers · CRD # 333127 · CO · Approved
- PEACE OF MIND FINANCIAL, INCRegistered Investment Advisers · CRD # 289067 · CO · Approved
- PEAK ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 106944 · CO · Approved
- PEAK CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 141488 · CO · Approved
- PEAK FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 115207 · CO · Approved
- PEAK FINANCIAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 281223 · CO · Approved
- PEAK INVESTMENT ADVISORS, INC.Registered Investment Advisers · CRD # 113967 · CO · Approved
- PEAK PLANNING GROUP, LLCRegistered Investment Advisers · CRD # 289891 · CO · Approved
- PERSPECTIVE WEALTH ADVISORS LLCRegistered Investment Advisers · CRD # 332574 · CO · Approved