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
- AFFINITY INVESTMENT GROUP, LLCRegistered Investment Advisers · CRD # 117191 · NH · Approved
- AMERICAN TRUST INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 114439 · NH · Approved
- APEX WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 317091 · NH · Approved
- ARCA WEALTH, LLCRegistered Investment Advisers · CRD # 174765 · NH · Approved
- ARCADIA WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 284925 · NH · Approved
- ATLAS FIDUCIARY SERVICES, INC.Registered Investment Advisers · CRD # 321271 · NH · Approved
- AURELIUS FAMILY OFFICE, LLCRegistered Investment Advisers · CRD # 323016 · NH · Approved
- BALDWIN & CLARKE ADVISORY SERVICES LLCRegistered Investment Advisers · CRD # 105666 · NH · Approved
- BARTLEY FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 124293 · NH · Approved
- BEXIL ADVISERS LLCRegistered Investment Advisers · CRD # 154387 · NH · Approved
- BIRCH FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 332057 · NH · Approved
- BLUELINE ADVISORS LLCRegistered Investment Advisers · CRD # 164642 · NH · Approved
- BLUESTONE WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 137959 · NH · Approved
- BRENDEL FINANCIAL ADVISORS LLCRegistered Investment Advisers · CRD # 288927 · NH · Approved
- BROPHY WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 169894 · NH · Approved
- CAPITAL DESIGN PRIVATE WEALTH LLCRegistered Investment Advisers · CRD # 300472 · NH · Approved
- CMH WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 150138 · NH · Approved
- COHEN INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 168595 · NH · Approved
- COMPREHENSIVE PLANNING ASSOCIATES, INC.Registered Investment Advisers · CRD # 115932 · NH · Approved
- CONSERVATION RESOURCE PARTNERS, LLCRegistered Investment Advisers · CRD # 160706 · NH · Approved
- CORNERSTONE FINANCIAL PLANNING, LLCRegistered Investment Advisers · CRD # 129656 · NH · Approved
- CURBSTONE FINANCIAL MANAGEMENT CORPORATIONRegistered Investment Advisers · CRD # 13348 · NH · Approved
- DAVIS WEALTH ADVISORS LLCRegistered Investment Advisers · CRD # 287736 · NH · Approved
- DL CARLSON INVESTMENT GROUP INC.Registered Investment Advisers · CRD # 105729 · NH · Approved
- ELDRIDGE INVESTMENT ADVISORS INCRegistered Investment Advisers · CRD # 106380 · NH · Approved
- ESSENTIAL PLANNING, LLCRegistered Investment Advisers · CRD # 106651 · NH · Approved
- FAIRSCALE CAPITAL, LLCRegistered Investment Advisers · CRD # 165535 · NH · Approved
- FINANCIAL MANAGEMENT ASSOCIATES, LLCRegistered Investment Advisers · CRD # 327502 · NH · Approved
- FOUR TREE ISLAND ADVISORY LLCRegistered Investment Advisers · CRD # 158851 · NH · Approved
- FUTUREMONEY RIA, LLCRegistered Investment Advisers · CRD # 329835 · NH · Approved
- GASSMAN FINANCIAL LLCRegistered Investment Advisers · CRD # 317204 · NH · Approved
- GLENWOOD INVESTMENT GROUP, LLCRegistered Investment Advisers · CRD # 132950 · NH · Approved
- GLOBAL FOREST PARTNERS LPRegistered Investment Advisers · CRD # 127064 · NH · Approved
- GRANITE STATE RETIREMENT PLANNING, INC.Registered Investment Advisers · CRD # 141899 · NH · Approved
- GRANITE VALUE CAPITAL, LLCRegistered Investment Advisers · CRD # 150169 · NH · Approved
- GROVE STREET FIDUCIARY, LLCRegistered Investment Advisers · CRD # 107703 · NH · Approved
- HAGER INVESTMENT MANAGEMENT SERVICES, LLCRegistered Investment Advisers · CRD # 117097 · NH · Approved
- HARBOR ADVISORY CORPORATIONRegistered Investment Advisers · CRD # 105151 · NH · Approved
- IMPAX ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 114335 · NH · Approved
- INDEPENDENCE FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 156305 · NH · Approved
- JMH WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 139294 · NH · Approved
- LEDGEWOOD WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 109049 · NH · Approved
- LOUDON INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 113641 · NH · Approved
- LUMBARD & KELLNER, LLCRegistered Investment Advisers · CRD # 117196 · NH · Approved
- MASCOMA WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 174907 · NH · Approved
- MATRIX CAPITAL MANAGEMENT COMPANY, LPRegistered Investment Advisers · CRD # 160066 · NH · Approved
- MCG ADVISORS LLCRegistered Investment Advisers · CRD # 342252 · NH · Approved
- MEASURED WEALTH PRIVATE CLIENT GROUP, LLCRegistered Investment Advisers · CRD # 170442 · NH · Approved
- MICHAEL D. TAXMAN INVESTMENT MANAGEMENT,LLCRegistered Investment Advisers · CRD # 126670 · NH · Approved
- MIDAS MANAGEMENT CORPORATIONRegistered Investment Advisers · CRD # 108237 · NH · Approved