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.
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- ADDICUS ADVISORY, LLCRegistered Investment Advisers · CRD # 282244 · MS · Approved
- ARGENT WEALTH, LLCRegistered Investment Advisers · CRD # 311685 · MS · Approved
- BALLEW ADVISORS INCRegistered Investment Advisers · CRD # 110522 · MS · Approved
- BANKPLUS WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 152588 · MS · Approved
- BARNES PETTEY FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 142944 · MS · Approved
- DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 127506 · MS · Approved
- EASLEY INVESTMENT CONSULTANTS, INC.Registered Investment Advisers · CRD # 307258 · MS · Approved
- ELEMENT WEALTH, LLCRegistered Investment Advisers · CRD # 114968 · MS · Approved
- FRUGE' CAPITAL ADVISORS, LLCRegistered Investment Advisers · CRD # 149447 · MS · Approved
- GAINSPOLETTI WEALTH PLANNERS ADVISORY LLCRegistered Investment Advisers · CRD # 333768 · MS · Approved
- GIRAFFES, INC.Registered Investment Advisers · CRD # 157616 · MS · Approved
- HAIRE WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 339998 · MS · Approved
- HARDY REED, LLCRegistered Investment Advisers · CRD # 141024 · MS · Approved
- INMAN JAGER WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 329603 · MS · Approved
- LANGLEY WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 312823 · MS · Approved
- LEE-WAY FINANCIAL SERVICES, INCRegistered Investment Advisers · CRD # 113983 · MS · Approved
- LEGACY WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 304659 · MS · Approved
- MAGNOLIA CAPITAL ADVISORS LLCRegistered Investment Advisers · CRD # 298398 · MS · Approved
- MASCAGNI WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 115046 · MS · Approved
- MCALLISTER CAPITAL MANAGEMENT CORPORATIONRegistered Investment Advisers · CRD # 115613 · MS · Approved
- NEW PERSPECTIVES, INC.Registered Investment Advisers · CRD # 113925 · MS · Approved
- NEWSONG CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 296877 · MS · Approved
- OPTIMUM FINANCIAL SERVICES, LLCRegistered Investment Advisers · CRD # 105878 · MS · Approved
- PEREGRINE INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 153081 · MS · Approved
- PHILLIPS WEALTH PLANNERS LLCRegistered Investment Advisers · CRD # 319226 · MS · Approved
- RENAISSANCE HOLDINGS, LLCRegistered Investment Advisers · CRD # 175254 · MS · Approved
- RESOLUTE WEALTH STRATEGIES, LLCRegistered Investment Advisers · CRD # 318599 · MS · Approved
- SIMPLIFIED WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 297059 · MS · Approved
- SMITH SHELLNUT WILSON LLCRegistered Investment Advisers · CRD # 106235 · MS · Approved
- SOUND FINANCIAL STRATEGIES GROUP, LLCRegistered Investment Advisers · CRD # 286261 · MS · Approved
- THE MOLPUS WOODLANDS GROUP, LLCRegistered Investment Advisers · CRD # 114575 · MS · Approved
- TRINITY CAPITAL INVESTORSRegistered Investment Advisers · CRD # 110798 · MS · Approved
- WEALTHVIEW CAPITAL, LLCRegistered Investment Advisers · CRD # 149476 · MS · Approved