Reported as registered
LIGHTHOUSE WEALTH MANAGEMENT, INC.
CRD 157925 · SEC 801-117825
ASHLAND, 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 73 ms
Reported as registered
LINCOLN DOUGLAS INVESTMENTS, LLC
CRD 155578 · SEC 801-135884
MOUNT VERNON, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LINDAHL & MANSAGER INC
CRD 107111 · SEC 801-114168
FAIRLAWN, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LINEWEAVER WEALTH ADVISORS
CRD 173310 · SEC 801-80580
VALLEY VIEW, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LIVELSBERGER FINANCIAL ADVISORY
CRD 117665 · SEC 801-118391
ASHLAND, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
M.K. BROWN WEALTH ADVISORY
CRD 121269 · SEC 801-121348
OAKWOOD, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
M3 WEALTH MANAGEMENT
CRD 335612 · SEC 801-132477
NORTH ROYALTON, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MAI CAPITAL MANAGEMENT, LLC
CRD 109807 · SEC 801-58104
CLEVELAND, OH
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MARIEMONT CAPITAL LLC
CRD 282000 · SEC 802-106940
CINCINNATI, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MATSON CAPITAL LLC
CRD 335193 · SEC 801-132894
MASON, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MATSON MONEY, INC.
CRD 110425 · SEC 801-40176
MASON, OH
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MAYWIC III GP, LLC
CRD 308415 · SEC 802-118510
CINCINNATI, OH
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MAYWIC MANAGEMENT, LLC
CRD 331259 · SEC 802-130342
CINCINNATI, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MBIA CAPITAL ADVISORS
CRD 154255 · SEC 801-129985
CINCINNATI, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MCCARLEY & COOK FINANCIAL PLANNERS
CRD 310087 · SEC 801-125903
CINCINNATI, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MCCARTHY WEALTH & TAX ADVISORS
CRD 135875 · SEC 801-130395
SPRINGBORO, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MCDONALD PARTNERS LLC
CRD 135414 · SEC 801-64294
CLEVELAND, OH
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MCM CAPITAL ADVISORS III, LLC
CRD 225511 · SEC 802-96224
BEACHWOOD, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MEEDER ADVISORY SERVICES, INC.
CRD 106814 · SEC 801-40023
DUBLIN, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MEEDER ASSET MANAGEMENT, INC.
CRD 105794 · SEC 801-9839
DUBLIN, OH
Source release August 3, 2026 · retrieved August 18, 2026