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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- ALLIED INVESTMENT ADVISORS LLCRegistered Investment Advisers · CRD # 159103 · MT · Approved
- BERGEN PARK CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 315162 · MT · Approved
- BIG SKY WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 321272 · MT · Approved
- BITTERROOT CAPITAL ADVISORS LLCRegistered Investment Advisers · CRD # 109088 · MT · Approved
- CAPSTONE WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 130128 · MT · Approved
- CLADIS INVESTMENT ADVISORY LLCRegistered Investment Advisers · CRD # 153873 · MT · Approved
- D.A. DAVIDSON & CO.Registered Investment Advisers · CRD # 199 · MT · Approved
- DAVIDSON INVESTMENT ADVISORS, INC.Registered Investment Advisers · CRD # 110552 · MT · Approved
- DESTRA CAPITAL ADVISORS LLCRegistered Investment Advisers · CRD # 148574 · MT · Approved
- DFC PREFERRED ADVISORS LLCRegistered Investment Advisers · CRD # 309927 · MT · Approved
- EVERGREEN WEALTH PARTNERS LLCRegistered Investment Advisers · CRD # 335451 · MT · Approved
- FRONT STREET CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 141974 · MT · Approved
- LIFE PLANNING ADVISORS LLCRegistered Investment Advisers · CRD # 151292 · MT · Approved
- MAIN LINE RETIREMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 284780 · MT · Approved
- NETWORK CAPITAL LLCRegistered Investment Advisers · CRD # 342019 · MT · Approved
- PIEDMONT CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 165775 · MT · Approved
- PROFESSIONAL FINANCIAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 118117 · MT · Approved
- SGL INVESTMENT ADVISORS, INC.Registered Investment Advisers · CRD # 145167 · MT · Approved
- STACK FINANCIAL MANAGEMENT INCRegistered Investment Advisers · CRD # 106785 · MT · Approved
- STEWART & ASSOCIATES, PLLCRegistered Investment Advisers · CRD # 159486 · MT · Approved
- STOCKMAN WEALTH MANAGEMENT, INC.Registered Investment Advisers · CRD # 122166 · MT · Approved
- WILLOW CREEK CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 333911 · MT · Approved
- XY INVESTMENT SOLUTIONS, LLCRegistered Investment Advisers · CRD # 285967 · MT · Approved