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 50 ms

Reported as registered
UMB FINANCIAL SERVICES, INC.
CRD 17073 · SEC 801-62967
KANSAS CITY, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
UMB PRIVATE WEALTH MANAGEMENT, LLC
CRD 306374 · SEC 801-117738
KANSAS CITY, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
UNIVERSAL FINANCIAL ADVISORS, LLC
CRD 318392 · SEC 801-124991
ST. LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VIRTUS FINANCIAL GROUP
CRD 317832 · SEC 801-135870
OLIVETTE, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VISIONARY WEALTH ADVISORS, LLC
CRD 169610 · SEC 801-78788
ST. LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VISTA FINANCE, LLC
CRD 312082 · SEC 801-120420
CLAYTON, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WATEREQUITY LLC
CRD 281955 · SEC 801-121365
KANSAS CITY, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTHCARE ASSET MANAGEMENT, LLC
CRD 170382 · SEC 801-129104
SPRINGFIELD, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEDGEWOOD PARTNERS, INC.
CRD 21923 · SEC 801-31746
ST LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
WEITE INVESTMENT QUANTIFICATIO
CRD 342238 · SEC 802-136359
CHESTERFIELD, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WELLS FARGO ADVISORS
CRD 19616 · SEC 801-37967
ST. LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WELLS FARGO ADVISORS
CRD 11025 · SEC 801-57434
ST. LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WHEELHOUSE ADVISORY GROUP, LLC
CRD 312806 · SEC 801-125869
ST. LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WHITE SAND WEALTH MANAGEMENT
CRD 304614 · SEC 801-130027
LIBERTY, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WILKERSON ADVISORY GROUP LLC
CRD 334668 · SEC 801-131978
COLUMBIA, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WILSQUARE CAPITAL LLC
CRD 296504 · SEC 801-118763
ST. LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ZEMENICK & WALKER INC
CRD 108670 · SEC 801-55615
ST LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026