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
- 503 CAPITAL PARTNERS, LLCRegistered Investment Advisers · CRD # 327580 · KS · Approved
- 9 STREAM CAPITAL PARTNERS LLCRegistered Investment Advisers · CRD # 340394 · KS · Approved
- ADAMSBROWN WEALTH CONSULTANTS LLCRegistered Investment Advisers · CRD # 308410 · KS · Approved
- AE WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 282580 · KS · Approved
- AGH WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 146796 · KS · Approved
- ALLOS INVESTMENT ADVISORS, LLCRegistered Investment Advisers · CRD # 155541 · KS · Approved
- BALANCED FINANCIAL PLANNING, INC.Registered Investment Advisers · CRD # 128161 · KS · Approved
- BCWM, LLC.Registered Investment Advisers · CRD # 144748 · KS · Approved
- BERKELEY CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 149229 · KS · Approved
- CABIN ADVISORS, LLCRegistered Investment Advisers · CRD # 312547 · KS · Approved
- CALIBER WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 331165 · KS · Approved
- CANVAS WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 306343 · KS · Approved
- CARLSON & COMPANY FINANCIAL SERVICES, LLCRegistered Investment Advisers · CRD # 295907 · KS · Approved
- CASTLEBAR ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 162231 · KS · Approved
- CCM NEW OPPORTUNITIES, LLCRegistered Investment Advisers · CRD # 301887 · KS · Approved
- CENTERPOINT ADVISORY GROUP, LLCRegistered Investment Advisers · CRD # 324181 · KS · Approved
- CENTRALIS CAPITAL LLCRegistered Investment Advisers · CRD # 305897 · KS · Approved
- CGN ADVISORS, LLCRegistered Investment Advisers · CRD # 159359 · KS · Approved
- CLAYTON FINANCIAL SERVICES INCRegistered Investment Advisers · CRD # 105898 · KS · Approved
- COLLABORATIVE PORTFOLIO MANAGEMENT, LLCRegistered Investment Advisers · CRD # 332929 · KS · Approved
- COLUMBIA CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 112773 · KS · Approved
- COPPER FINANCIAL NETWORK, LLCRegistered Investment Advisers · CRD # 168203 · KS · Approved
- CORNERSTONE ADVISORS, LLCRegistered Investment Advisers · CRD # 114510 · KS · Approved
- CORNERSTONE SECURITIES LLCRegistered Investment Advisers · CRD # 140379 · KS · Approved
- CREATIVE PLANNING, LLCRegistered Investment Advisers · CRD # 105348 · KS · Approved
- CREATIVEONE SECURITIES, LLCRegistered Investment Advisers · CRD # 152974 · KS · Approved
- CREATIVEONE WEALTH, LLCRegistered Investment Advisers · CRD # 281213 · KS · Approved
- CURTIS CAPITAL ADVISORS, LLCRegistered Investment Advisers · CRD # 330835 · KS · Approved
- DAVIS FINANCIAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 143410 · KS · Approved
- DEAN CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 145666 · KS · Approved
- DEMARCHE ASSOCIATES INCRegistered Investment Advisers · CRD # 105500 · KS · Approved
- DISCRETIONARY MANAGEMENT SERVICES, LLCRegistered Investment Advisers · CRD # 145851 · KS · Approved
- DOGWOOD WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 317580 · KS · Approved
- DOUGLASS INVESTMENT GROUP LLCRegistered Investment Advisers · CRD # 331223 · KS · Approved
- ENDEAVOR PRIVATE WEALTH, INC.Registered Investment Advisers · CRD # 313053 · KS · Approved
- ENGAGE WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 289996 · KS · Approved
- ETF PORTFOLIO PARTNERS, INC.Registered Investment Advisers · CRD # 128366 · KS · Approved
- EVEREST WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 133823 · KS · Approved
- FAS WEALTH PARTNERS, INC.Registered Investment Advisers · CRD # 109796 · KS · Approved
- FINANCIAL COUNSELORS INCRegistered Investment Advisers · CRD # 106398 · KS · Approved
- FINANCIAL PARTNERS GROUP, INC.Registered Investment Advisers · CRD # 288644 · KS · Approved
- FORTIS CAPITAL ADVISORS, LLCRegistered Investment Advisers · CRD # 309709 · KS · Approved
- FORTUNE FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 145799 · KS · Approved
- FREESTATE ADVISORS LLCRegistered Investment Advisers · CRD # 145800 · KS · Approved
- GENTRY PRIVATE WEALTH, LLCRegistered Investment Advisers · CRD # 323208 · KS · Approved
- GLASS LAKES CAPITAL MANAGEMENT LLCRegistered Investment Advisers · CRD # 290064 · KS · Approved
- GREAT RANGE CAPITAL, LLCRegistered Investment Advisers · CRD # 164294 · KS · Approved
- GREENUP STREET WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 311391 · KS · Approved
- IFS ADVISORS, LLCRegistered Investment Advisers · CRD # 147518 · KS · Approved
- INVISOR FINANCIAL LLCRegistered Investment Advisers · CRD # 174890 · KS · Approved