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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

293 sourced firms · query 62 ms

  • Reported as registered

    WEBB FINANCIAL GROUP

    CRD 106617 · SEC 801-39985

    BLOOMINGTON, MN

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

  • Reported as registered

    WHEELER RETIREMENT PLANS LLC

    CRD 327889 · SEC 801-128751

    DULUTH, MN

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

  • Reported as registered

    WHITE PINE CAPITAL LLC

    CRD 108417 · SEC 801-57154

    BLOOMINGTON, MN

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

  • Reported as registered

    WHITEBOX ADVISORS LLC

    CRD 121995 · SEC 801-65882

    MINNEAPOLIS, MN

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

  • Reported as registered

    WINSLOW CAPITAL MANAGEMENT LLC

    CRD 106940 · SEC 801-41316

    MINNEAPOLIS, MN

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

  • Reported as registered

    WINTER & ASSOCIATES, INC.

    CRD 310349 · SEC 801-123146

    ST. PAUL, MN

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

  • Reported as registered

    WOLD FINANCIAL GROUP

    CRD 316409 · SEC 801-122348

    MENDOTA HEIGHTS, MN

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

  • Reported as registered

    X CUBED CAPITAL MANAGEMENT LLC

    CRD 313966 · SEC 801-126177

    MINNEAPOLIS, MN

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

  • Reported as registered

    YES WEALTH MANAGEMENT

    CRD 172591 · SEC 801-128782

    MAHTOMEDI, MN

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