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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

211 sourced firms · query 62 ms

  • Reported as registered

    SUMNICHT & ASSOCIATES, LLC

    CRD 111421 · SEC 801-60309

    APPLETON, WI

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    THE KIECKHEFER GROUP

    CRD 331128 · SEC 801-130293

    MEQUON, WI

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    THE MILWAUKEE COMPANY

    CRD 123452 · SEC 801-62584

    THIENSVILLE, WI

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    THE MILWEALTH GROUP, LLC

    CRD 108931 · SEC 801-56927

    MILWAUKEE, WI

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    TIDAL INVESTMENTS LLC

    CRD 164201 · SEC 801-76857

    MILWAUKEE, WI

    Source release August 3, 2026 · retrieved August 18, 2026

  • Exempt Reporting Adviser

    TITLETOWNTECH VENTURES LLC

    CRD 305882 · SEC 802-117706

    GREEN BAY, WI

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    TRANSCEND ADVISOR GROUP, LLC

    CRD 311746 · SEC 801-120108

    MILWAUKEE, WI

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    UNCOMMON CENTS INVESTING

    CRD 290105 · SEC 801-111907

    JANESVILLE, WI

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    VALLEY WEALTH MANAGEMENT

    CRD 327845 · SEC 801-135905

    OSHKOSH, WI

    Source release August 3, 2026 · retrieved August 18, 2026