Reported as registered
FREEDOM FIDUCIARIES LLC
CRD 323673 · SEC 801-129892
BOISE, ID
Source release August 3, 2026 · retrieved August 18, 2026
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
56 sourced firms · query 48 ms
Exempt Reporting Adviser
GPWM FUND MANAGER, LLC
CRD 311866 · SEC 802-120089
EAGLE, ID
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
GPWM QOF MANAGER, LLC
CRD 311867 · SEC 802-120090
EAGLE, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HAWKE FINANCIAL GROUP
CRD 301733 · SEC 801-116678
MERIDIAN, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HAZLETT WEALTH MANAGEMENT LLC
CRD 338954 · SEC 801-134706
KETCHUM, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HEDONOVA ADVISORS LLC
CRD 324941 · SEC 801-128783
POST FALLS, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HELMSTAR WEALTH MANAGEMENT
CRD 145074 · SEC 801-108320
BOISE, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HRC WEALTH MANAGEMENT, LLC
CRD 117212 · SEC 801-106855
MOSCOW, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INSPIRE ADVISORS, LLC
CRD 300279 · SEC 801-114673
MERIDIAN, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INSPIRE INVESTING, LLC
CRD 171988 · SEC 801-108947
MERIDIAN, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC
CRD 315237 · SEC 801-122085
AMMON, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LEGACY WEALTH MANAGEMENT, LLC
CRD 174767 · SEC 801-113480
BOISE, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC
CRD 104749 · SEC 801-12784
BOISE, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NEXT LEVEL WEALTH PLANNING, LLC
CRD 327644 · SEC 801-128745
MERIDIAN, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ONYX FINANCIAL ADVISORS, LLC
CRD 134881 · SEC 801-107355
IDAHO FALLS, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PACIFIC PEAK ADVISORS, LLC
CRD 326711 · SEC 801-128225
KETCHUM, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PACIFIC VALUE, LLC
CRD 147086 · SEC 801-69129
BOISE, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PERSPECTIVE WEALTH PARTNERS, LLC
CRD 140330 · SEC 801-79178
BOISE, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PGP ADVISORS, LLC
CRD 172611 · SEC 801-110917
KETCHUM, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PINKERTON WEALTH PARTNERS
CRD 120973 · SEC 801-71563
COEUR D'ALENE, ID
Source release August 3, 2026 · retrieved August 18, 2026