Reported as registered
NEWPORT INVESTMENT ADVISORS INC
CRD 113175 · SEC 801-130254
BEACHWOOD, OH
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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- 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 94 ms
Reported as registered
NORTH POINT PORTFOLIO MANAGERS CORPORATION
CRD 111257 · SEC 801-56362
ORANGE VILLAGE, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NORTH STAR ADVISORY GROUP, LLC
CRD 171694 · SEC 801-123132
BEACHWOOD, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NORTHAVENUE LLC
CRD 297300 · SEC 801-125757
COLUMBUS, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NVEST WEALTH STRATEGIES, INC.
CRD 139758 · SEC 801-123479
POWELL, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NYE WEALTH MANAGEMENT LLC
CRD 170415 · SEC 801-132608
HUDSON, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OAK ASSOCIATES LTD
CRD 108874 · SEC 801-23632
AKRON, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OBJECTIVE CAPITAL MANAGEMENT, LLC
CRD 156013 · SEC 801-114315
FAIRLAWN, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OCTAVIA WEALTH ADVISORS LLC
CRD 306909 · SEC 801-118078
CINCINNATI, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ODA AND COMPANY, INC.
CRD 119952 · SEC 801-135858
MEDINA, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OELSCHLAGER INVESTMENTS
CRD 306035 · SEC 801-117587
AKRON, OH
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
OIF MANAGEMENT CORP.
CRD 283129 · SEC 802-107389
DUBLIN, OH
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
OIF MANAGEMENT II, L.L.C.
CRD 328293 · SEC 802-128846
DUBLIN, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ON INVESTMENT MANAGEMENT CO
CRD 105662 · SEC 801-7941
CINCINNATI, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ONESEVEN
CRD 283087 · SEC 801-107829
BEACHWOOD, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OPUS CAPITAL MANAGEMENT
CRD 106528 · SEC 801-51533
CINCINNATI, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ORG PORTFOLIO MANAGEMENT LLC
CRD 130198 · SEC 801-62718
BEACHWOOD, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PARADIGM WEALTH MANAGEMENT, LLC
CRD 148662 · SEC 801-69719
WESTLAKE, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PARK EDGE ADVISORS, LLC
CRD 317521 · SEC 801-125820
CLEVELAND, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PCA INVESTMENT ADVISORY SERVICES, INC.
CRD 123475 · SEC 801-67369
CINCINNATI, OH
Source release August 3, 2026 · retrieved August 18, 2026