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
- 360 FINANCIAL PARTNERS, LLCRegistered Investment Advisers · CRD # 169280 · SC · Approved
- ABACUS PLANNING GROUP, INC.Registered Investment Advisers · CRD # 107994 · SC · Approved
- ADVR, INCRegistered Investment Advisers · CRD # 318823 · SC · Approved
- ALLISON INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 124645 · SC · Approved
- ALTRIARCH ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 328482 · SC · Approved
- ANCHOR INVESTMENT MANAGEMENT, LLCRegistered Investment Advisers · CRD # 135296 · SC · Approved
- ANDERSON GRIGGS & COMPANY, INC.Registered Investment Advisers · CRD # 110313 · SC · Approved
- APOLLON FINANCIAL, LLCRegistered Investment Advisers · CRD # 321217 · SC · Approved
- APOLLON WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 291902 · SC · Approved
- APRICUS WEALTH LLCRegistered Investment Advisers · CRD # 306239 · SC · Approved
- BALLAST ROCK PRIVATE WEALTH LLCRegistered Investment Advisers · CRD # 322064 · SC · Approved
- BCA PRIVATE WEALTH, INC.Registered Investment Advisers · CRD # 140913 · SC · Approved
- BEDMINSTER L.L.C.Registered Investment Advisers · CRD # 118794 · SC · Approved
- BEERS KIGHT FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 160286 · SC · Approved
- BLUE GRANITE CAPITAL, LLCRegistered Investment Advisers · CRD # 125607 · SC · Approved
- BNA WEALTH, INC.Registered Investment Advisers · CRD # 39326 · SC · Approved
- BOWSIDE CAPITAL, LLCRegistered Investment Advisers · CRD # 170509 · SC · Approved
- BREACH INLET CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 282056 · SC · Approved
- BRICKELL KEY ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 295209 · SC · Approved
- BURGESS INVESTMENT GROUP, LLCRegistered Investment Advisers · CRD # 318698 · SC · Approved
- BURKETT FINANCIAL SERVICES, LLCRegistered Investment Advisers · CRD # 140168 · SC · Approved
- CAPASSO PLANNING PARTNERS LLCRegistered Investment Advisers · CRD # 294673 · SC · Approved
- CAROLINA WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 288837 · SC · Approved
- CARROLL INVESTORS, INC.Registered Investment Advisers · CRD # 311180 · SC · Approved
- CATAWBA RIVER CAPITALRegistered Investment Advisers · CRD # 134217 · SC · Approved
- CCM INVESTMENT ADVISERS, LLCRegistered Investment Advisers · CRD # 105743 · SC · Approved
- CHARLESTON FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 137536 · SC · Approved
- COASTAL WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 174574 · SC · Approved
- COASTLINE COMPLETE WEALTH LLCRegistered Investment Advisers · CRD # 338227 · SC · Approved
- COLONIAL TRUST ADVISORS, INC.Registered Investment Advisers · CRD # 110257 · SC · Approved
- CONCORDE FINANCIAL RESOURCES I INC.Registered Investment Advisers · CRD # 117836 · SC · Approved
- COPPERLEAF CAPITAL, LLCRegistered Investment Advisers · CRD # 117823 · SC · Approved
- CORE COMPLIANCE GROUP, LLCRegistered Investment Advisers · CRD # 306661 · SC · Approved
- CURRAN FINANCIAL PARTNERS, LLCRegistered Investment Advisers · CRD # 281943 · SC · Approved
- DAVINCI FINANCIAL DESIGNS LLCRegistered Investment Advisers · CRD # 163362 · SC · Approved
- DISCIPLINE WEALTH SOLUTIONS, INC.Registered Investment Advisers · CRD # 315846 · SC · Approved
- DIVIDEND ASSETS CAPITAL, LLCRegistered Investment Advisers · CRD # 129973 · SC · Approved
- E & R WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 171271 · SC · Approved
- FAMILY LEGACY, INC.Registered Investment Advisers · CRD # 110945 · SC · Approved
- FIDUCIARY ALLIANCE LLCRegistered Investment Advisers · CRD # 284924 · SC · Approved
- FOSTER VICTOR WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 283656 · SC · Approved
- FRONTLINE HEALTHCARE PARTNERS, LLCRegistered Investment Advisers · CRD # 311770 · SC · Approved
- FUSION CAPITAL, LLCRegistered Investment Advisers · CRD # 154726 · SC · Approved
- GENEROUSWEALTH, LLCRegistered Investment Advisers · CRD # 308263 · SC · Approved
- GLOBAL FRONTIER INVESTMENTS, LLCRegistered Investment Advisers · CRD # 160105 · SC · Approved
- GLOBAL VIEW INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 145499 · SC · Approved
- GOEPPER BURKHARDT LLCRegistered Investment Advisers · CRD # 127896 · SC · Approved
- GREENWOOD CAPITAL ASSOCIATES, LLCRegistered Investment Advisers · CRD # 115015 · SC · Approved
- GREYSTAR INVESTMENT GROUP, LLCRegistered Investment Advisers · CRD # 160665 · SC · Approved
- GROUND SWELL CAPITAL, LLCRegistered Investment Advisers · CRD # 159812 · SC · Approved