Reported as registered
HORAN WEALTH, LLC
CRD 333974 · SEC 801-132367
CINCINNATI, OH
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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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
426 sourced firms · query 66 ms
Reported as registered
HORTER INVESTMENT MANAGEMENT, LLC
CRD 119880 · SEC 801-67471
CINCINNATI, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HPE CAPITAL MANAGEMENT II, LLC
CRD 283607 · SEC 801-117101
CINCINNATI, OH
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
HUFFMAN PRAIRIE HOLDINGS, LLC
CRD 310634 · SEC 802-119823
MIAMISBURG, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HUNTINGTON FINANCIAL ADVISORS
CRD 16986 · SEC 801-58015
COLUMBUS, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
IDR INVESTMENT MANAGEMENT, LLC
CRD 286208 · SEC 801-108809
INDEPENDENCE, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INDEPENDENCE WEALTH ADVISORS, LLC
CRD 306236 · SEC 801-130211
INDEPENDENCE, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INFINITY WEALTH COUNSEL, LLC
CRD 171959 · SEC 801-126090
LOVELAND, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INTEGRATED WEALTH MANAGEMENT, INC.
CRD 141092 · SEC 801-128851
UNIONTOWN, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INVEST CAPITAL PARTNERS
CRD 287987 · SEC 801-110218
SPRINGBORO, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JAMES INVESTMENT RESEARCH INC
CRD 110433 · SEC 801-12359
XENIA, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JERICHO FINANCIAL
CRD 288801 · SEC 801-120540
WESTERVILLE, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JESSUP WEALTH MANAGEMENT
CRD 323035 · SEC 801-127039
DAYTON, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JOHN E. SESTINA AND COMPANY
CRD 108634 · SEC 801-44151
COLUMBUS, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JOHNSON INVESTMENT COUNSEL, INC.
CRD 117054 · SEC 801-60676
CINCINNATI, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JOURNEY WEALTH MANAGEMENT
CRD 298904 · SEC 801-114180
CLEVELAND, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JPS FINANCIAL, LLC
CRD 169208 · SEC 801-78803
WESTLAKE, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JRP CAPITAL CORP
CRD 106285 · SEC 801-122786
DUBLIN, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KAPSTONE FINANCIAL ADVISORS LLC
CRD 318885 · SEC 801-123348
LEBANON, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KEELER & NADLER FAMILY WEALTH
CRD 173079 · SEC 801-80394
DUBLIN, OH
Source release August 3, 2026 · retrieved August 18, 2026