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
- NVEST WEALTH STRATEGIES, INC.Registered Investment Advisers · CRD # 139758 · OH · Approved
- NYE WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 170415 · OH · Approved
- OAK ASSOCIATES LTDRegistered Investment Advisers · CRD # 108874 · OH · Approved
- OBJECTIVE CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 156013 · OH · Approved
- OCTAVIA WEALTH ADVISORS LLCRegistered Investment Advisers · CRD # 306909 · OH · Approved
- ODA AND COMPANY, INC.Registered Investment Advisers · CRD # 119952 · OH · Approved
- OELSCHLAGER INVESTMENTS LLCRegistered Investment Advisers · CRD # 306035 · OH · Approved
- ON INVESTMENT MANAGEMENT CORegistered Investment Advisers · CRD # 105662 · OH · Approved
- ONE RESOURCE GROUP WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 293819 · OH · Approved
- OPUS CAPITAL GROUP, LLCRegistered Investment Advisers · CRD # 106528 · OH · Approved
- ORG PORTFOLIO MANAGEMENT LLCRegistered Investment Advisers · CRD # 130198 · OH · Approved
- OT FINANCIAL, LLCRegistered Investment Advisers · CRD # 170738 · OH · Approved
- PARADIGM WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 148662 · OH · Approved
- PARK EDGE ADVISORS, LLCRegistered Investment Advisers · CRD # 317521 · OH · Approved
- PCA INVESTMENT ADVISORY SERVICES, INC.Registered Investment Advisers · CRD # 123475 · OH · Approved
- PCM MANAGEMENT ADVISOR, LLCRegistered Investment Advisers · CRD # 323946 · OH · Approved
- PDS PLANNING INCRegistered Investment Advisers · CRD # 106895 · OH · Approved
- PEAK RETIREMENT PLANNING, INC.Registered Investment Advisers · CRD # 317592 · OH · Approved
- PEAK WEALTH SOLUTIONS, INC.Registered Investment Advisers · CRD # 127391 · OH · Approved
- PEB CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 315241 · OH · Approved
- PEERLESS WEALTH LLCRegistered Investment Advisers · CRD # 305807 · OH · Approved
- PERSONAL CHOICE FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 110384 · OH · Approved
- PINNACLE WEALTH PLANNING SERVICES, INC.Registered Investment Advisers · CRD # 106817 · OH · Approved
- PLANNED FINANCIAL SERVICES, LLCRegistered Investment Advisers · CRD # 112879 · OH · Approved
- POLARIS FINANCIAL PARTNERS, LLCRegistered Investment Advisers · CRD # 299258 · OH · Approved
- PRASAD WEALTH PARTNERS, LLCRegistered Investment Advisers · CRD # 332507 · OH · Approved
- PREMIER INVESTMENT ADVISORS, INC.Registered Investment Advisers · CRD # 121028 · OH · Approved
- PRESPER FINANCIAL ARCHITECTS, LLCRegistered Investment Advisers · CRD # 297538 · OH · Approved
- PURTILL FINANCIAL LLCRegistered Investment Advisers · CRD # 133764 · OH · Approved
- QUADRANT CAPITAL GROUP LLCRegistered Investment Advisers · CRD # 147253 · OH · Approved
- QUEEN CITY CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 162785 · OH · Approved
- QUEST WEALTH SOLUTIONS, INC.Registered Investment Advisers · CRD # 341599 · OH · Approved
- RABE INVESTMENT CONSULTING GROUPRegistered Investment Advisers · CRD # 316029 · OH · Approved
- RANDOLPH CO INCRegistered Investment Advisers · CRD # 104868 · OH · Approved
- REBEL FINANCIAL, LLC.Registered Investment Advisers · CRD # 168263 · OH · Approved
- REDWOOD FINANCIAL NETWORK CORP.Registered Investment Advisers · CRD # 157834 · OH · Approved
- RESERVOIR RETIREMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 293131 · OH · Approved
- RESILIENCE MANAGEMENT, LLCRegistered Investment Advisers · CRD # 157006 · OH · Approved
- RESOLUTE WEALTH ADVISOR, INC.Registered Investment Advisers · CRD # 290349 · OH · Approved
- RETIREMENT PLANS, INC.Registered Investment Advisers · CRD # 286214 · OH · Approved
- RETIREMENT STRATEGIES, LTD.Registered Investment Advisers · CRD # 163701 · OH · Approved
- REVISOR WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 169814 · OH · Approved
- RICHWOOD INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 153550 · OH · Approved
- RIDGELINE WEALTH PLANNING LLCRegistered Investment Advisers · CRD # 307702 · OH · Approved
- RIGHTWEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 300656 · OH · Approved
- RIK SAYLOR FINANCIAL, INC.Registered Investment Advisers · CRD # 165484 · OH · Approved
- RIVER CITIES MANAGEMENT, INC. (F.K.A. MAYFIELD & ROBINSON, INC.)Registered Investment Advisers · CRD # 162297 · OH · Approved
- RIVERVIEW RESEARCH, LLCRegistered Investment Advisers · CRD # 162318 · OH · Approved
- ROCKBRIDGE CAPITAL, LLCRegistered Investment Advisers · CRD # 161078 · OH · Approved
- ROCKPORT WEALTH, LLCRegistered Investment Advisers · CRD # 297122 · OH · Approved