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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 67 ms

  • Reported as registered

    REA WEALTH MANAGEMENT

    CRD 108913 · SEC 801-55069

    NEW PHILADELPHIA, OH

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

  • Reported as registered

    REBEL FINANCIAL, LLC

    CRD 168263 · SEC 801-118009

    GROVEPORT, OH

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

  • Reported as registered

    REDTREE INVESTMENT GROUP

    CRD 171615 · SEC 801-79797

    CINCINNATI, OH

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

  • Reported as registered

    REDWOOD FINANCIAL NETWORK

    CRD 157834 · SEC 801-79617

    SOLON, OH

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

  • Reported as registered

    REED FINANCIAL SERVICES, INC.

    CRD 112179 · SEC 801-35002

    CLEVELAND, OH

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

  • Reported as registered

    RESERVOIR WEALTH MANAGEMENT

    CRD 293131 · SEC 801-122212

    LIMA, OH

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

  • Reported as registered

    RESILIENCE MANAGEMENT

    CRD 157006 · SEC 801-73285

    CLEVELAND, OH

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

  • Reported as registered

    RESOLUTE WEALTH ADVISOR, INC.

    CRD 290349 · SEC 801-112074

    FINDLAY, OH

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

  • Reported as registered

    RETIREMENT PLANS, INC.

    CRD 286214 · SEC 801-123069

    WESTERVILLE, OH

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

  • Reported as registered

    RETIREMENT STRATEGIES, LTD.

    CRD 163701 · SEC 801-112738

    DUBLIN, OH

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

  • Reported as registered

    RETURN ON LIFE WEALTH PARTNERS

    CRD 112879 · SEC 801-110086

    CLEVELAND, OH

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

  • Reported as registered

    REVISOR WEALTH MANAGEMENT LLC

    CRD 169814 · SEC 801-120505

    AKRON, OH

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

  • Reported as registered

    RIDGELINE WEALTH PLANNING LLC

    CRD 307702 · SEC 801-129850

    CENTERVILLE, OH

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

  • Reported as registered

    RIGHTWEALTH ADVISORS, LLC

    CRD 300656 · SEC 801-114853

    MIAMISBURG, OH

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

  • Reported as registered

    RIK SAYLOR FINANCIAL, INC.

    CRD 165484 · SEC 801-121784

    FAIRFIELD, OH

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

  • Reported as registered

    RIVERVIEW RESEARCH, LLC

    CRD 162318 · SEC 801-78821

    INDEPENDENCE, OH

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

  • Reported as registered

    ROCKBRIDGE CAPITAL, LLC

    CRD 161078 · SEC 801-74104

    COLUMBUS, OH

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

  • Reported as registered

    ROCKPORT WEALTH ADVISORS

    CRD 297122 · SEC 801-126796

    FAIRVIEW PARK, OH

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