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
- SJS INVESTMENT CONSULTING INCRegistered Investment Advisers · CRD # 107219 · OH · Approved
- SKA FINANCIAL SERVICES,INC.Registered Investment Advisers · CRD # 107348 · OH · Approved
- SOUDERS FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 296780 · OH · Approved
- SPRENG CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 119902 · OH · Approved
- ST. CLAIR ADVISORS, LLCRegistered Investment Advisers · CRD # 155064 · OH · Approved
- STAN EVANS FINANCIAL PLANNING, LLCRegistered Investment Advisers · CRD # 164320 · OH · Approved
- STONEHENGE PARTNERS, CORP.Exempt Reporting Advisers · CRD # 333491 · OH · ERA - Active
- STRATEGENCE CAPITAL LLCRegistered Investment Advisers · CRD # 343488 · OH · 120-Day Approval
- STRATEGIC PLANNING, INC.Registered Investment Advisers · CRD # 139648 · OH · Approved
- STRATEGIC VALUE BANK PARTNERS LLCRegistered Investment Advisers · CRD # 282228 · OH · Approved
- STRATEGIC WEALTH PARTNERS, LTD.Registered Investment Advisers · CRD # 148586 · OH · Approved
- STRATOS INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 283850 · OH · Approved
- STRATOS WEALTH ADVISORS LLCRegistered Investment Advisers · CRD # 283816 · OH · Approved
- STRATOS WEALTH PARTNERS, LTDRegistered Investment Advisers · CRD # 153184 · OH · Approved
- STRONG INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 289309 · OH · Approved
- STRUCTURED WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 146611 · OH · Approved
- SUMMIT FINANCIAL ADVISORS, INC.Registered Investment Advisers · CRD # 145007 · OH · Approved
- SUMMIT FINANCIAL STRATEGIES INCRegistered Investment Advisers · CRD # 110112 · OH · Approved
- SUMMIT WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 226722 · OH · Approved
- SWISHER FINANCIAL CONCEPTS, INC.Registered Investment Advisers · CRD # 121384 · OH · Approved
- SWP INVESTMENT MANAGEMENT LLCRegistered Investment Advisers · CRD # 331314 · OH · Approved
- SWS PARTNERS, LLCRegistered Investment Advisers · CRD # 281838 · OH · Approved
- SYMPHONY FINANCIAL SERVICES, INC.Registered Investment Advisers · CRD # 125058 · OH · Approved
- T.T.G. FINANCIAL, INC.Registered Investment Advisers · CRD # 129004 · OH · Approved
- TACTICAL FUND ADVISORS, LLCRegistered Investment Advisers · CRD # 298049 · OH · Approved
- TCP ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 286037 · OH · Approved
- TEMPO WEALTH, LLCRegistered Investment Advisers · CRD # 336316 · OH · Approved
- TFO WEALTH PARTNERS, LLCRegistered Investment Advisers · CRD # 124407 · OH · Approved
- THE CONNOR GROUP FUND MANAGER, LLCRegistered Investment Advisers · CRD # 342266 · OH · Approved
- 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
- TURNCAP MANAGEMENT LLCExempt Reporting Advisers · CRD # 312488 · OH · ERA - Active
- UNION STRATEGIC ADVISORS LLCRegistered Investment Advisers · CRD # 340640 · OH · Approved
- UNITED ADVISOR GROUP, LLCRegistered Investment Advisers · CRD # 324205 · OH · Approved
- UPRETY CAPITAL MANAGEMENT, LLCExempt Reporting Advisers · CRD # 337708 · OH · ERA - Active