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
- ALTAMIRA FINANCIAL GROUP, LLCRegistered Investment Advisers · CRD # 316907 · NM · Approved
- BCO WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 322276 · NM · Approved
- CITY DIFFERENT HOLDINGS LPRegistered Investment Advisers · CRD # 310982 · NM · Approved
- CROSS STATE FINANCIAL GROUP LLCRegistered Investment Advisers · CRD # 282011 · NM · Approved
- DXD SS FUND MANAGEMENT, LLCRegistered Investment Advisers · CRD # 329580 · NM · Approved
- FINANCIAL PARTNERS, LLCRegistered Investment Advisers · CRD # 170002 · NM · Approved
- HANSEATIC MANAGEMENT SERVICES INCRegistered Investment Advisers · CRD # 107110 · NM · Approved
- HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.Registered Investment Advisers · CRD # 164970 · NM · Approved
- JOHN MOORE & ASSOCIATES INCRegistered Investment Advisers · CRD # 109791 · NM · Approved
- MADRID WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 333331 · NM · Approved
- OAKMONT ADVISORY GROUP, LLCRegistered Investment Advisers · CRD # 158890 · NM · Approved
- PERINI CAPITAL, LLCRegistered Investment Advisers · CRD # 158540 · NM · Approved
- PORTFOLIO, LLCRegistered Investment Advisers · CRD # 145687 · NM · Approved
- PRIEN ASSET MANAGEMENT, LLCRegistered Investment Advisers · CRD # 296462 · NM · Approved
- REDW WEALTH LLCRegistered Investment Advisers · CRD # 109446 · NM · Approved
- SANDIA WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 159402 · NM · Approved
- SANTA FE ADVISORS LLCRegistered Investment Advisers · CRD # 170872 · NM · Approved
- SKLAR CAPITAL ADVISORS, LLCRegistered Investment Advisers · CRD # 286554 · NM · Approved
- STEVE LYNCH WEALTH MANAGEMENTRegistered Investment Advisers · CRD # 113715 · NM · Approved
- SUN MOUNTAIN CAPITAL ADVISORS, LLCRegistered Investment Advisers · CRD # 151477 · NM · Approved
- TAGC MANAGEMENT, LLCExempt Reporting Advisers · CRD # 340540 · NM · ERA - Active
- THORNBURG INVESTMENT MANAGEMENT INCRegistered Investment Advisers · CRD # 106357 · NM · Approved
- TITAN FUND MANAGEMENT, LLCRegistered Investment Advisers · CRD # 290562 · NM · Approved
- TK MANAGEMENT, LLCExempt Reporting Advisers · CRD # 339827 · NM · ERA - Active
- ULRICH CONSULTING AND INVESTMENT GROUP, LLCRegistered Investment Advisers · CRD # 159499 · NM · Approved
- WESTWIND CAPITALRegistered Investment Advisers · CRD # 106802 · NM · Approved
- ZANETTI FINANCIAL, LLCRegistered Investment Advisers · CRD # 282089 · NM · Approved