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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

426 sourced firms · query 68 ms

  • Reported as registered

    KELLETT WEALTH ADVISORS, LLC

    CRD 287571 · SEC 801-120400

    CINCINNATI, OH

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

  • Reported as registered

    KENNON-GREEN & CO.

    CRD 284713 · SEC 801-126091

    NEW ALBANY, OH

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

  • Reported as registered

    KEY INVESTMENT SERVICES LLC

    CRD 136300 · SEC 801-65060

    BROOKLYN, OH

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

  • Reported as registered

    KINTRA INVESTMENTS, LLC

    CRD 328478 · SEC 801-128995

    MARYSVILLE, OH

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

  • Reported as registered

    KIPLINGER WEALTH ADVISORS

    CRD 116726 · SEC 801-129277

    SPRINGBORO, OH

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

  • Exempt Reporting Adviser

    KIRTLAND CAPITAL PARTNERS

    CRD 159774 · SEC 802-74908

    ORANGE VILLAGE, OH

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

  • Reported as registered

    KLEINFELDER CAPITAL, INC.

    CRD 289345 · SEC 801-111047

    CINCINNATI, OH

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

  • Reported as registered

    KMG FIDUCIARY PARTNERS, LLC

    CRD 298331 · SEC 801-113981

    TOLEDO, OH

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

  • Reported as registered

    LANDING POINT FINANCIAL GROUP

    CRD 312978 · SEC 801-121247

    AVON, OH

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

  • Reported as registered

    LECLAIR WEALTH PARTNERS

    CRD 332827 · SEC 801-131227

    DUBLIN, OH

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

  • Reported as registered

    LESJAK PLANNING, LLC

    CRD 110090 · SEC 801-15662

    WESTLAKE, OH

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