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
- 44 WEALTH MANAGEMENT LLCRegistered Investment Advisers · CRD # 309647 · OR · Approved
- 503 PARTNERS, LLCExempt Reporting Advisers · CRD # 283349 · OR · ERA - Active
- 801 WEST CAPITAL MANAGEMENT, LLCRegistered Investment Advisers · CRD # 168417 · OR · Approved
- ACM MANAGEMENT COMPANY, LLCRegistered Investment Advisers · CRD # 283037 · OR · Approved
- AERODIGM WEALTH LLCRegistered Investment Advisers · CRD # 282312 · OR · Approved
- ALDRICH WEALTH, LIMITED PARTNERSHIPRegistered Investment Advisers · CRD # 147200 · OR · Approved
- ALLIUM FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 288462 · OR · Approved
- AUXIER ASSET MANAGEMENT LLCRegistered Investment Advisers · CRD # 107980 · OR · Approved
- AXIA WEALTH MANAGEMENT INCRegistered Investment Advisers · CRD # 155890 · OR · Approved
- AXIOM WEALTH STRATEGIES, LLCRegistered Investment Advisers · CRD # 313124 · OR · Approved
- BECKER CAPITAL MANAGEMENT INCRegistered Investment Advisers · CRD # 110489 · OR · Approved
- BLUE WATER WEALTH, INC.Registered Investment Advisers · CRD # 164432 · OR · Approved
- BNC WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 306483 · OR · Approved
- BRIDGE CITY CAPITAL, LLCRegistered Investment Advisers · CRD # 148828 · OR · Approved
- CAPITAL FINANCIAL PLANNERS, LLCRegistered Investment Advisers · CRD # 310168 · OR · Approved
- CAPITOL FAMILY OFFICE, INC.Registered Investment Advisers · CRD # 312005 · OR · Approved
- CAPSTONE WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 287670 · OR · Approved
- CAPSTONE WEALTH MANAGEMENT GROUP, INC.Registered Investment Advisers · CRD # 340135 · OR · Approved
- CAPYBARA MANAGEMENT, LLCExempt Reporting Advisers · CRD # 284209 · OR · ERA - Active
- CARLSON FINANCIAL, INC.Registered Investment Advisers · CRD # 335831 · OR · Approved
- CASCADE FINANCIAL STRATEGIES, LLCRegistered Investment Advisers · CRD # 166610 · OR · Approved
- CASCADE INVESTMENT ADVISORS, INC.Registered Investment Advisers · CRD # 117294 · OR · Approved
- CATALYST FINANCIAL NW CORPORATIONRegistered Investment Advisers · CRD # 168534 · OR · Approved
- CEDAR MOUNTAIN ADVISORS, LLCRegistered Investment Advisers · CRD # 140339 · OR · Approved
- CGC FINANCIAL SERVICES, LLCRegistered Investment Advisers · CRD # 155446 · OR · Approved
- CLARITY WEALTH DEVELOPMENT, LLCRegistered Investment Advisers · CRD # 155103 · OR · Approved
- CLS FINANCIAL ADVISORS, INC.Registered Investment Advisers · CRD # 152892 · OR · Approved
- COMPASS INVESTMENT ADVISERS, LLCRegistered Investment Advisers · CRD # 131933 · OR · Approved
- CONNECTED WEALTH SOLUTIONS, LLCRegistered Investment Advisers · CRD # 277111 · OR · Approved
- CONTINUITY WEALTH MANAGEMENT, CORP.Registered Investment Advisers · CRD # 111010 · OR · Approved
- COPIA WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 281873 · OR · Approved
- CPWA LLCRegistered Investment Advisers · CRD # 322424 · OR · Approved
- CROSS FINANCIAL ADVISORS, LLCRegistered Investment Advisers · CRD # 287686 · OR · Approved
- CS PLANNING CORPRegistered Investment Advisers · CRD # 149937 · OR · Approved
- CUTLER INVESTMENT COUNSEL, LLCRegistered Investment Advisers · CRD # 128483 · OR · Approved
- CWC ADVISORS, LLCRegistered Investment Advisers · CRD # 127739 · OR · Approved
- DEFINED WEALTH MANAGEMENT, LLCRegistered Investment Advisers · CRD # 306779 · OR · Approved
- DESCHUTES INVESTMENT CONSULTING, LLCRegistered Investment Advisers · CRD # 155312 · OR · Approved
- DESCHUTES PORTFOLIO STRATEGY, LLCRegistered Investment Advisers · CRD # 155424 · OR · Approved
- DVSM, LPRegistered Investment Advisers · CRD # 160800 · OR · Approved
- EFG ASSET MANAGEMENT (NORTH AMERICA) CORPRegistered Investment Advisers · CRD # 313103 · OR · Approved
- EFM INVESTMENTS & ADVISORY LLCRegistered Investment Advisers · CRD # 339744 · OR · Approved
- ELEVATION CAPITAL ADVISORY, LLCRegistered Investment Advisers · CRD # 171473 · OR · Approved
- ENCOMPASS WEALTH ADVISORS, LLCRegistered Investment Advisers · CRD # 170807 · OR · Approved
- EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLCRegistered Investment Advisers · CRD # 182520 · OR · Approved
- ETESIAN WEALTH ADVISORS, INC.Registered Investment Advisers · CRD # 152127 · OR · Approved
- FAIRCHILD CAPITAL LLCRegistered Investment Advisers · CRD # 298428 · OR · Approved
- FAIRWAY AMERICA INVESTMENT ADVISORS, LLCExempt Reporting Advisers · CRD # 284847 · OR · ERA - Active
- FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.Registered Investment Advisers · CRD # 104692 · OR · Approved
- FIDELIS IM, LLCRegistered Investment Advisers · CRD # 162985 · OR · Approved