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
- MJL CAPITAL LLCExempt Reporting Advisers · CRD # 323441 · VA · ERA - Active
- MOMENTUS MANAGER LLCRegistered Investment Advisers · CRD # 324068 · VA · Approved
- MONTVUE CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 116807 · VA · Approved
- MONUMENT CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 159882 · VA · Approved
- MOORING FUND MANAGER, LLCExempt Reporting Advisers · CRD # 163667 · VA · ERA - Active
- MORRIS & WELLS WEALTH MANAGEMENTRegistered Investment Advisers · CRD # 162411 · VA · Approved
- MOTLEY FOOL ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 149688 · VA · Approved
- MOTLEY FOOL VENTURES MANAGEMENT LLCExempt Reporting Advisers · CRD # 298748 · VA · ERA - Active
- MWA INVESTMENTS, LLCRegistered Investment Advisers · CRD # 156685 · VA · Approved
- NAVIMED CAPITAL ADVISORS, LLCRegistered Investment Advisers · CRD # 169508 · VA · Approved
- NAVY FEDERAL INVESTMENT SERVICES, LLCRegistered Investment Advisers · CRD # 138459 · VA · Approved
- NEW RIVER FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 283428 · VA · Approved
- NORTHWEST FINANCIAL ADVISORS LLCRegistered Investment Advisers · CRD # 166769 · VA · Approved
- NORTON CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 110398 · VA · Approved
- NRV ADVISORY, LLCExempt Reporting Advisers · CRD # 289569 · VA · ERA - Active
- OAK BARREL WEALTH ADVISORY LLCRegistered Investment Advisers · CRD # 333693 · VA · Approved
- OCTAGON FINANCE LLCRegistered Investment Advisers · CRD # 289850 · VA · Approved
- OCTOBER EFFECT LTD.Registered Investment Advisers · CRD # 281369 · VA · Approved
- OKEANOS VENTURE MANAGEMENT LLCExempt Reporting Advisers · CRD # 327935 · VA · ERA - Active
- OLIO FINANCIAL PLANNING, LLCRegistered Investment Advisers · CRD # 282355 · VA · Approved
- OMEGA WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 132580 · VA · Approved
- OPULEN FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 173963 · VA · Approved
- OXFORD CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 118359 · VA · Approved
- OXFORD FINANCE ADVISORS, LLCRegistered Investment Advisers · CRD # 304433 · VA · Approved
- PACTOLUS PRIVATE WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 155195 · VA · Approved
- PAGE WEALTH SERVICES, LLCRegistered Investment Advisers · CRD # 323914 · VA · Approved
- PARAGON FINANCIAL SERVICESRegistered Investment Advisers · CRD # 164832 · VA · Approved
- PARTNERS IN FINANCIAL PLANNING, LLCRegistered Investment Advisers · CRD # 151980 · VA · Approved
- PBMARES WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 116218 · VA · Approved
- PEAKVALLEY WEALTH, LLCRegistered Investment Advisers · CRD # 165542 · VA · Approved
- PEGASUS FINANCIAL GROUP LLCRegistered Investment Advisers · CRD # 145127 · VA · Approved
- PETTYJOHN, WOOD & WHITE, INC.Registered Investment Advisers · CRD # 106403 · VA · Approved
- PINE HARBOR WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 317352 · VA · Approved
- PLUSTICK MANAGEMENT LLCRegistered Investment Advisers · CRD # 173707 · VA · Approved
- POINTOAK RETIREMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 314866 · VA · Approved
- PORTFOLIO ADVISORY GROUP, INC.Registered Investment Advisers · CRD # 116011 · VA · Approved
- PRESTON WEALTH ADVISORS, LLC.Registered Investment Advisers · CRD # 165983 · VA · Approved
- PROFESSIONAL FINANCIAL SOLUTIONS, LLCRegistered Investment Advisers · CRD # 114957 · VA · Approved
- PROOF MANAGEMENT, LLCExempt Reporting Advisers · CRD # 285482 · VA · ERA - Active
- PROPERTY INVESTMENT ADVISORS, INC.Exempt Reporting Advisers · CRD # 157216 · VA · ERA - Active
- QED INVESTORS, LLCExempt Reporting Advisers · CRD # 284908 · VA · ERA - Active
- QUAD-C MANAGEMENT, INC.Registered Investment Advisers · CRD # 161395 · VA · Approved
- QUANTITATIVE INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 156869 · VA · Approved
- QUINN OPPORTUNITY PARTNERS LLCRegistered Investment Advisers · CRD # 167470 · VA · Approved
- RANGE ADVISORY, LLCRegistered Investment Advisers · CRD # 321969 · VA · Approved
- RAVENSWOOD PARTNERS LPRegistered Investment Advisers · CRD # 327106 · VA · Approved
- RAZOR'S EDGE GP IV, LLCExempt Reporting Advisers · CRD # 333731 · VA · ERA - Active
- RAZOR'S EDGE VENTURES II, LLCExempt Reporting Advisers · CRD # 297288 · VA · ERA - Active
- RAZOR'S EDGE VENTURES III, LLCExempt Reporting Advisers · CRD # 319605 · VA · ERA - Active
- RDB HOLDINGS INC.Exempt Reporting Advisers · CRD # 163651 · VA · ERA - Active