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
- UWHARRIE INVESTMENT ADVISORS, INC.Registered Investment Advisers · CRD # 117592 · NC · Approved
- VARIANT PERCEPTION, LLCRegistered Investment Advisers · CRD # 334510 · NC · Approved
- VERATIS ADVISORS, INC.Registered Investment Advisers · CRD # 117892 · NC · Approved
- VERGER CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 170125 · NC · Approved
- VERITY ASSET MANAGEMENT, INC.Registered Investment Advisers · CRD # 158667 · NC · Approved
- VERUM PARTNERS LLCRegistered Investment Advisers · CRD # 301058 · NC · Approved
- VESTED FINANCE INC.Registered Investment Advisers · CRD # 299272 · NC · Approved
- VN CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 166761 · NC · Approved
- WE EDUCATION INVESTMENT MANAGER LLCExempt Reporting Advisers · CRD # 315981 · NC · ERA - Active
- WEALTH MANAGEMENT GROUP, INC.Registered Investment Advisers · CRD # 113706 · NC · Approved
- WEALTHPOINT FINANCIAL LLCRegistered Investment Advisers · CRD # 332312 · NC · Approved
- WEDGE CAPITAL MANAGEMENT LLPRegistered Investment Advisers · CRD # 106234 · NC · Approved
- WELLS FARGO INVESTMENT INSTITUTE, INC.Registered Investment Advisers · CRD # 133204 · NC · Approved
- WELLS FINANCIAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 158030 · NC · Approved
- WEST FINANCIAL STRATEGIES, INC.Registered Investment Advisers · CRD # 118241 · NC · Approved
- WESTHAMPTON CAPITAL, LLCRegistered Investment Advisers · CRD # 119176 · NC · Approved
- WHITE OAK FINANCIAL MANAGEMENT, INCRegistered Investment Advisers · CRD # 142615 · NC · Approved
- WHITENER CAPITAL MANAGEMENT, INCRegistered Investment Advisers · CRD # 106865 · NC · Approved
- WMS ADVISORS, LLCRegistered Investment Advisers · CRD # 122224 · NC · Approved
- WOODARD & CO ASSET MANAGEMENT GROUP INCRegistered Investment Advisers · CRD # 108199 · NC · Approved
- WOODWARD FINANCIAL ADVISORS, INC.Registered Investment Advisers · CRD # 150641 · NC · Approved
- WORTH FINANCIAL ADVISORY GROUP, LLCRegistered Investment Advisers · CRD # 156564 · NC · Approved
- WSC & COMPANY, LLCRegistered Investment Advisers · CRD # 289138 · NC · Approved
- Y INVESTMENTS, LLCExempt Reporting Advisers · CRD # 338675 · NC · ERA - Active
- ZURAW FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 173129 · NC · Approved