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
- MGO ONE SEVEN LLCRegistered Investment Advisers · CRD # 283087 · OH · Approved
- MIAMI VALLEY PORTFOLIO MANAGEMENT INCRegistered Investment Advisers · CRD # 106389 · OH · Approved
- MICHAEL BRADY & CO., LLCRegistered Investment Advisers · CRD # 130093 · OH · Approved
- MODERN PORTFOLIO MANAGEMENT INCRegistered Investment Advisers · CRD # 104926 · OH · Approved
- MONETARY SOLUTIONS, LTD.Registered Investment Advisers · CRD # 121217 · OH · Approved
- MPE MGT. CO., LLCRegistered Investment Advisers · CRD # 281787 · OH · Approved
- MT. RAINIER GROUP, LLCExempt Reporting Advisers · CRD # 295112 · OH · ERA - Active
- MUNN WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 174414 · OH · Approved
- NARYA CAPITAL MANAGEMENT, LLCExempt Reporting Advisers · CRD # 307707 · OH · ERA - Active
- NATIONAL WEALTH MANAGEMENT GROUP, LLCRegistered Investment Advisers · CRD # 174883 · OH · Approved
- NATIONWIDE ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 143668 · OH · Approved
- NATIONWIDE FUND ADVISORSRegistered Investment Advisers · CRD # 109391 · OH · Approved
- NATIONWIDE INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 142373 · OH · Approved
- NATIONWIDE SECURITIES, LLCRegistered Investment Advisers · CRD # 11173 · OH · Approved
- NAVIAN INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 343784 · OH · 120-Day Approval
- NCT FUND MANAGEMENT, LLCExempt Reporting Advisers · CRD # 163692 · OH · ERA - Active
- NEWPORT INVESTMENT ADVISORS INCRegistered Investment Advisers · CRD # 113175 · OH · Approved
- NORTH POINT PORTFOLIO MANAGERS CORPORATIONRegistered Investment Advisers · CRD # 111257 · OH · Approved
- NORTH STAR ADVISORY GROUP, LLCRegistered Investment Advisers · CRD # 171694 · OH · Approved
- NORTHAVENUE LLCRegistered Investment Advisers · CRD # 297300 · OH · Approved
- 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
- OIF MANAGEMENT CORP.Exempt Reporting Advisers · CRD # 283129 · OH · ERA - Active
- OIF MANAGEMENT II, L.L.C.Exempt Reporting Advisers · CRD # 328293 · OH · ERA - Active
- 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
- PMC SPORTS, LLCExempt Reporting Advisers · CRD # 334169 · OH · ERA - Active
- 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