Firms

Research an investment firm

Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.

Sourced firms: 23,622
Reported as registered: 16,783
Pending / 120-Day: 235
Exempt reporting: 6,604
Latest sourced release: August 3, 2026 · retrieved August 18, 2026

217 sourced firms · query 54 ms

Reported as registered
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CRD 793 · SEC 801-10746
ST LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STONEBRIDGE FINANCIAL GROUP, LLC
CRD 337972 · SEC 801-134287
ST. LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STRONGBOX WEALTH, LLC
CRD 304952 · SEC 801-117141
LEE'S SUMMIT, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SUNDVOLD FINANCIAL
CRD 108176 · SEC 801-57007
COLUMBIA, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SUNPOINTE INVESTMENTS
CRD 282505 · SEC 801-118361
ST. LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SYNTEGRA PRIVATE WEALTH GROUP LLC
CRD 323180 · SEC 801-126688
CHESTERFIELD, MO
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
TBG-BEDFORD GROUP LLC
CRD 341573 · SEC 801-135904
SAINT LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TEN PEAKS PARTNERS L.L.C.
CRD 169364 · SEC 801-135885
CLAYTON, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TERRIL & COMPANY
CRD 110422 · SEC 801-15619
SAINT LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
TGP INVESTMENTS
CRD 175241 · SEC 802-81140
KANSAS CITY, MO
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
TGP INVESTMENTS, LLC
CRD 330530 · SEC 802-130000
KANSAS CITY, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THE WORLEY BANKS GROUP, LLC
CRD 306890 · SEC 801-118683
CREVE COEUR, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THE YANKER GROUP
CRD 281364 · SEC 801-118402
MANCHESTER, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THOMPSON STREET CAPITAL MANAGER LLC
CRD 156679 · SEC 801-73528
ST. LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TOBERMAN BECKER WEALTH, LLC
CRD 310346 · SEC 801-131395
ST. LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRINITY WEALTH ADVISORS LLC
CRD 109452 · SEC 801-55428
ST. LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRUENORTH WEALTH & IMPACT, LLC
CRD 321238 · SEC 801-125773
JOPLIN, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRUMAN WEALTH ADVISORS
CRD 334752 · SEC 801-132042
COLUMBIA, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
U.S. INSTITUTIONAL CORPORATION
CRD 135555 · SEC 801-64473
CHESTERFIELD, MO
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
UBIQUITY MANAGEMENT, LLC
CRD 311168 · SEC 802-119873
KANSAS CITY, MO
Source release August 3, 2026 · retrieved August 18, 2026