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
- THE HUNTINGTON INVESTMENT COMPANYRegistered Investment Advisers · CRD # 16986 · OH · Approved
- THE JOSEPH GROUP LLCRegistered Investment Advisers · CRD # 165311 · OH · Approved
- THE PRIVATE INVESTMENT GROUP, INC.Registered Investment Advisers · CRD # 128876 · OH · Approved
- THE RETIREMENT GUYS FORMULA LLCRegistered Investment Advisers · CRD # 168561 · OH · Approved
- THE WEALTH ADVANTAGE GROUP, INC.Registered Investment Advisers · CRD # 122231 · OH · Approved
- THOR INVESTMENT MANAGEMENT INCRegistered Investment Advisers · CRD # 105902 · OH · Approved
- TIMBER BAY PARTNERS, LLCRegistered Investment Advisers · CRD # 286653 · OH · Approved
- TOF MANAGER, LLCRegistered Investment Advisers · CRD # 330178 · OH · Approved
- TOUCHSTONE ADVISORS INCRegistered Investment Advisers · CRD # 107028 · OH · Approved
- TOWNSEND HOLDINGS LLCRegistered Investment Advisers · CRD # 160006 · OH · Approved
- TRINITY FINANCIAL ADVISORS LLCRegistered Investment Advisers · CRD # 133191 · OH · Approved
- TRINITY WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 152355 · OH · Approved
- TRUE WEALTH DESIGN, LLCRegistered Investment Advisers · CRD # 143194 · OH · Approved
- TRUEBLOOD WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 321659 · OH · Approved
- TRUEPOINT, INC.Registered Investment Advisers · CRD # 105664 · OH · Approved
- TSG ADVICE PARTNERS, LLCRegistered Investment Advisers · CRD # 305999 · OH · Approved
- TUDOR FINANCIAL, INC.Registered Investment Advisers · CRD # 121495 · OH · Approved
- UNION STRATEGIC ADVISORS LLCRegistered Investment Advisers · CRD # 340640 · OH · Approved
- UNITED ADVISOR GROUP, LLCRegistered Investment Advisers · CRD # 324205 · OH · Approved
- VALMARK ADVISERS INCRegistered Investment Advisers · CRD # 108050 · OH · Approved
- VAN CLEEF ASSET MANAGEMENT INCRegistered Investment Advisers · CRD # 105768 · OH · Approved
- VAN WINKLE WEALTH MANAGEMENT GROUP LLCRegistered Investment Advisers · CRD # 134813 · OH · Approved
- VANTAGE FINANCIAL GROUP, INC.Registered Investment Advisers · CRD # 105950 · OH · Approved
- VANWEELDEN WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 290308 · OH · Approved
- VAWTER FINANCIAL LTDRegistered Investment Advisers · CRD # 108830 · OH · Approved
- VELA INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 306678 · OH · Approved
- VENTURE VISIONARY PARTNERS LLCRegistered Investment Advisers · CRD # 304237 · OH · Approved
- VIKING PARTNERS ADVISORS, LLCRegistered Investment Advisers · CRD # 321989 · OH · Approved
- VIRTERA PARTNERS LLCRegistered Investment Advisers · CRD # 308187 · OH · Approved
- VISION FINANCIAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 170003 · OH · Approved
- W&S ADVISORY SERVICES, LLCRegistered Investment Advisers · CRD # 334683 · OH · Approved
- W&S BROKERAGE SERVICES, INC.Registered Investment Advisers · CRD # 8099 · OH · Approved
- WALLER FINANCIAL PLANNING GROUP, INC.Registered Investment Advisers · CRD # 159564 · OH · Approved
- WARTHER PRIVATE WEALTH, LLCRegistered Investment Advisers · CRD # 125145 · OH · Approved
- WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 135875 · OH · Approved
- WEALTH DIMENSIONS FAMILY OFFICE, INCRegistered Investment Advisers · CRD # 266787 · OH · Approved
- WEALTH DIMENSIONS GROUP, LTD.Registered Investment Advisers · CRD # 107618 · OH · Approved
- WEALTHBRIDGE CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 298254 · OH · Approved
- WEALTHQUEST CORPORATIONRegistered Investment Advisers · CRD # 141473 · OH · Approved
- WELLSPRING FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 143112 · OH · Approved
- WESBANCO SECURITIES, INC.Registered Investment Advisers · CRD # 43276 · OH · Approved
- WESTERN RESERVE CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 329811 · OH · Approved
- WESTMINSTER FINANCIAL ADVISORY CORPRegistered Investment Advisers · CRD # 110283 · OH · Approved
- WESTPOINT WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 310883 · OH · Approved
- WHITAKER-MYERS WEALTH MANAGERS, LTD.Registered Investment Advisers · CRD # 286093 · OH · Approved
- WHITCOMB & HESS, INC.Registered Investment Advisers · CRD # 121064 · OH · Approved
- WHITE OAK PARTNERS INVESTMENT ADVISOR, LLCRegistered Investment Advisers · CRD # 157766 · OH · Approved
- WINDSOR ADVISORY GROUP, LLCRegistered Investment Advisers · CRD # 122266 · OH · Approved
- WINSLOW ASSET MANAGEMENT INCRegistered Investment Advisers · CRD # 106337 · OH · Approved
- WORTHINGTON FINANCIAL PARTNERS LLCRegistered Investment Advisers · CRD # 312951 · OH · Approved