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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 59 ms

  • Exempt Reporting Adviser

    VENTURE INVESTORS LLC

    CRD 163693 · SEC 802-76430

    MADISON, WI

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

  • Reported as registered

    VERUS WEALTH MANAGEMENT

    CRD 323130 · SEC 801-132079

    DE PERE, WI

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

  • Reported as registered

    VESTURA, LLC

    CRD 142926 · SEC 801-80496

    HOBART, WI

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

  • Reported as registered

    WALLEYE PARTNERS LLC

    CRD 333435 · SEC 801-131353

    MADISON, WI

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

  • Reported as registered

    WEA FINANCIAL ADVISORS, INC.

    CRD 144919 · SEC 801-118359

    MADISON, WI

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

  • Reported as registered

    WINCH FINANCIAL

    CRD 110194 · SEC 801-55488

    APPLETON, WI

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

  • Reported as registered

    WISCONSIN WEALTH ADVISORS, LLC

    CRD 145946 · SEC 801-133696

    SUN PRAIRIE, WI

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

  • Reported as registered

    YAHARA WEALTH MANAGEMENT LLC

    CRD 168325 · SEC 801-135019

    MADISON, WI

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