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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 69 ms

  • Reported as registered

    SIMS INVESTMENT MANAGEMENT LLC

    CRD 169491 · SEC 801-123034

    CINCINNATI, OH

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

  • Reported as registered

    SJS INVESTMENT SERVICES

    CRD 107219 · SEC 801-49585

    SYLVANIA, OH

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

  • Reported as registered

    SKA FINANCIAL SERVICES,INC.

    CRD 107348 · SEC 801-123316

    FAIRVIEW PARK, OH

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

  • Reported as registered

    ST. CLAIR ADVISORS, LLC

    CRD 155064 · SEC 801-71857

    MAYFIELD HEIGHTS, OH

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

  • Exempt Reporting Adviser

    STONEHENGE PARTNERS, CORP.

    CRD 333491 · SEC 802-131608

    COLUMBUS, OH

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

  • Reported as registered

    STRATEGIC PLANNING, INC.

    CRD 139648 · SEC 801-110105

    COLUMBUS, OH

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

  • Reported as registered

    STRATOS WEALTH ADVISORS LLC

    CRD 283816 · SEC 801-108211

    BEACHWOOD, OH

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

  • Reported as registered

    STRATOS WEALTH PARTNERS, LTD

    CRD 153184 · SEC 801-71457

    BEACHWOOD, OH

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

  • Reported as registered

    SUMMIT WEALTH MANAGEMENT LLC

    CRD 226722 · SEC 801-134170

    AKRON, OH

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

  • Reported as registered

    SWP INVESTMENT MANAGEMENT LLC

    CRD 331314 · SEC 801-130403

    INDEPENDENCE, OH

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

  • Reported as registered

    SWS PARTNERS, LLC

    CRD 281838 · SEC 801-107254

    COLUMBUS, OH

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