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
- ALPHACENTRIC ADVISORS LLCRegistered Investment Advisers · CRD # 170679 · PR · Approved
- APPLIED FINANCE CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 226755 · PR · Approved
- ARCO GLOBAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 287921 · PR · Approved
- ATLAS ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 173561 · PR · Approved
- ATON FINANCIAL LLCRegistered Investment Advisers · CRD # 173070 · PR · Approved
- BLUHAUS CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 323884 · PR · Approved
- CATALYST CAPITAL ADVISORS LLCRegistered Investment Advisers · CRD # 139895 · PR · Approved
- CATALYST INTERNATIONAL ADVISORS LLCRegistered Investment Advisers · CRD # 306592 · PR · Approved
- CELERES CAPITAL ADVISORS, LLCRegistered Investment Advisers · CRD # 304581 · PR · Approved
- CENTURIA CAPITAL PARTNERS LLCRegistered Investment Advisers · CRD # 339596 · PR · 120-Day Approval
- CHAPEL BRIDGE WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 313295 · PR · Approved
- CONNELLY CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 324104 · PR · Approved
- CONSULTIVA WEALTH MANAGEMENT, CORP.Registered Investment Advisers · CRD # 111846 · PR · Approved
- EQUALIZE CAPITAL LLCRegistered Investment Advisers · CRD # 300640 · PR · Approved
- EURO PACIFIC ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 152922 · PR · Approved
- FAIRVIEW ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 322976 · PR · Approved
- FP STRATEGIES LLCRegistered Investment Advisers · CRD # 337701 · PR · Approved
- FREEDOM ADVISORY, LLCRegistered Investment Advisers · CRD # 147546 · PR · Approved
- GAMMA ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 300050 · PR · Approved
- GLOBAL STRATEGIC MANAGEMENT INCRegistered Investment Advisers · CRD # 105985 · PR · Approved
- GLOBAL VENTURE MANAGEMENT LLCRegistered Investment Advisers · CRD # 324517 · PR · Approved
- LINSE CAPITAL LLCRegistered Investment Advisers · CRD # 289222 · PR · Approved
- LONG FOCUS CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 322024 · PR · Approved
- LYNX1 CAPITAL MANAGEMENT LPRegistered Investment Advisers · CRD # 310301 · PR · Approved
- MISSION PRIME LLCRegistered Investment Advisers · CRD # 318328 · PR · Approved
- ORIENTAL BANKRegistered Investment Advisers · CRD # 312982 · PR · Approved
- ORIENTAL FINANCIAL SERVICES LLCRegistered Investment Advisers · CRD # 29753 · PR · Approved
- PARLIAMENT CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 194513 · PR · Approved
- PLEASANT LAKE PARTNERS LLCRegistered Investment Advisers · CRD # 304281 · PR · Approved
- POPULAR ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 313653 · PR · Approved
- POPULAR SECURITIES, LLCRegistered Investment Advisers · CRD # 8096 · PR · Approved
- PRAETORIAN PR LLCRegistered Investment Advisers · CRD # 323280 · PR · Approved
- RATIONAL ADVISORS, INC.Registered Investment Advisers · CRD # 111452 · PR · Approved
- RIOBLANCO CAPITAL LLCRegistered Investment Advisers · CRD # 325702 · PR · Approved
- SAVA CAPITAL LLCRegistered Investment Advisers · CRD # 335379 · PR · Approved
- SAVILE CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 337692 · PR · Approved
- SAVILE PRIVATE WEALTH LLCRegistered Investment Advisers · CRD # 339409 · PR · Approved
- SWAN GLOBAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 173621 · PR · Approved
- SYGNUS CAPITAL PR LLCRegistered Investment Advisers · CRD # 283447 · PR · Approved
- TALON LLCRegistered Investment Advisers · CRD # 298714 · PR · Approved
- TC LATIN AMERICA PARTNERS LLCRegistered Investment Advisers · CRD # 307441 · PR · Approved
- THE PHOENIX FUND ADVISOR LLCRegistered Investment Advisers · CRD # 316384 · PR · Approved
- THOMAS WRIGHT ASSET MANAGEMENT, INC.Registered Investment Advisers · CRD # 105192 · PR · Approved
- TROLUCE CAPITAL ADVISORS LLCRegistered Investment Advisers · CRD # 313120 · PR · Approved
- UBS TRUST COMPANY OF PUERTO RICORegistered Investment Advisers · CRD # 313696 · PR · Approved
- UNIVERSAL FINANCIAL SERVICES INC.Registered Investment Advisers · CRD # 131558 · PR · Approved
- VAUBAN WEALTH MANAGEMENTRegistered Investment Advisers · CRD # 305222 · PR · Approved
- VRM PENZINI CAPITAL L.L.C.Registered Investment Advisers · CRD # 336315 · PR · Approved
- X-SQUARE CAPITAL, LLCRegistered Investment Advisers · CRD # 167237 · PR · Approved