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
- JRP CAPITAL CORPRegistered Investment Advisers · CRD # 106285 · OH · Approved
- KAPSTONE FINANCIAL ADVISORS LLCRegistered Investment Advisers · CRD # 318885 · OH · Approved
- KBCM RESEARCH LLCRegistered Investment Advisers · CRD # 326557 · OH · Approved
- KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 173079 · OH · Approved
- KEIDAN FINANCIAL CONSULTANTS LLCRegistered Investment Advisers · CRD # 108093 · OH · Approved
- KELLETT WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 287571 · OH · Approved
- KENNON-GREEN & COMPANY, LLCRegistered Investment Advisers · CRD # 284713 · OH · Approved
- KEY INVESTMENT SERVICES LLCRegistered Investment Advisers · CRD # 136300 · OH · Approved
- KEYSTONE FINANCIAL PLANNING, INCRegistered Investment Advisers · CRD # 104640 · OH · Approved
- KINDRED SPIRITS INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 171615 · OH · Approved
- KINETIC WEALTH INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 311536 · OH · Approved
- KINTRA INVESTMENTS, LLCRegistered Investment Advisers · CRD # 328478 · OH · Approved
- KIPLINGER INVESTMENT ADVISORS, LLC.Registered Investment Advisers · CRD # 116726 · OH · Approved
- KIRTLAND CAPITAL CORPORATIONExempt Reporting Advisers · CRD # 159774 · OH · ERA - Active
- KIRTLAND HILLS CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 174335 · OH · Approved
- KLEINFELDER CAPITAL, INC.Registered Investment Advisers · CRD # 289345 · OH · Approved
- KMG FIDUCIARY PARTNERS, LLCRegistered Investment Advisers · CRD # 298331 · OH · Approved
- KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.Registered Investment Advisers · CRD # 138851 · OH · Approved
- KOVALCIK & GERAGHTY WEALTH PARTNERS LLPRegistered Investment Advisers · CRD # 159811 · OH · Approved
- LAKERIDGE WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 314071 · OH · Approved
- LECLAIR WEALTH PARTNERS LLCRegistered Investment Advisers · CRD # 332827 · OH · Approved
- LESJAK PLANNING, LLCRegistered Investment Advisers · CRD # 110090 · OH · Approved
- LIBERTAS WEALTH MANAGEMENT GROUP, INC.Registered Investment Advisers · CRD # 157769 · OH · Approved
- LIGHTHOUSE WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 157925 · OH · Approved
- LINCOLN DOUGLAS INVESTMENTS, LLCRegistered Investment Advisers · CRD # 155578 · OH · Approved
- LINDAHL & MANSAGER INCRegistered Investment Advisers · CRD # 107111 · OH · Approved
- LINEWEAVER WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 173310 · OH · Approved
- LIVELSBERGER, LYNN LOUISRegistered Investment Advisers · CRD # 117665 · OH · Approved
- LPFG, LLCRegistered Investment Advisers · CRD # 312978 · OH · Approved
- M.K. BROWN WEALTH ADVISORY, LLCRegistered Investment Advisers · CRD # 121269 · OH · Approved
- M&B INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 154255 · OH · Approved
- M3 WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 335612 · OH · Approved
- MAI CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 109807 · OH · Approved
- MARIEMONT CAPITAL LLCExempt Reporting Advisers · CRD # 282000 · OH · ERA - Active
- MATSON CAPITAL LLCRegistered Investment Advisers · CRD # 335193 · OH · Approved
- MATSON MONEY, INC.Registered Investment Advisers · CRD # 110425 · OH · Approved
- MAYWIC III GP, LLCExempt Reporting Advisers · CRD # 308415 · OH · ERA - Active
- MAYWIC MANAGEMENT, LLCExempt Reporting Advisers · CRD # 331259 · OH · ERA - Active
- MCCARLEY & COOK LLCRegistered Investment Advisers · CRD # 310087 · OH · Approved
- MCDONALD PARTNERS LLCRegistered Investment Advisers · CRD # 135414 · OH · Approved
- MCM CAPITAL ADVISORS III, LLCExempt Reporting Advisers · CRD # 225511 · OH · ERA - Active
- MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES, LLCRegistered Investment Advisers · CRD # 158134 · OH · Approved
- MEEDER ADVISORY SERVICES, INCRegistered Investment Advisers · CRD # 106814 · OH · Approved
- MEEDER ASSET MANAGEMENT, INCRegistered Investment Advisers · CRD # 105794 · OH · Approved
- MEEDER PUBLIC FUNDS, INC.Registered Investment Advisers · CRD # 106816 · OH · Approved
- MENCH FINANCIAL INCRegistered Investment Advisers · CRD # 106689 · OH · Approved
- MESSMER CAPITAL ADVISORS LLCRegistered Investment Advisers · CRD # 305387 · OH · Approved
- MEYER CAPITAL MANAGEMENT LLC.Registered Investment Advisers · CRD # 106904 · OH · Approved
- MEYER GATES FINANCIAL ADVISORS, INCRegistered Investment Advisers · CRD # 125046 · OH · Approved
- MEYERS WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 289801 · OH · Approved