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

161 sourced firms · query 57 ms

Reported as registered
BOOKENDS FINANCIAL PLANNING
CRD 305301 · SEC 801-117718
INDIANAPOLIS, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680 · SEC 801-61876
ZIONSVILLE, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPITAL ADVISOR NETWORK
CRD 297578 · SEC 801-123345
LAFAYETTE, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPITAL CITIES INVESTMENTS
CRD 116185 · SEC 801-69504
INDIANAPOLIS, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPITAL CITIES, LLC
CRD 122916 · SEC 801-69270
INDIANAPOLIS, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CBG & COMPANY, INC.
CRD 149225 · SEC 801-112354
FISHERS, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CENTERFIELD CAPITAL PARTNERS
CRD 161504 · SEC 801-74187
INDIANAPOLIS, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CERES PARTNERS, LLC
CRD 290937 · SEC 801-114192
SOUTH BEND, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CFCI
CRD 128257 · SEC 801-62834
BLOOMINGTON, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CFG WEALTH MANAGEMENT SERVICES INC
CRD 108351 · SEC 801-135897
INDIANAPOLIS, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CHARTER ADVISORY CORPORATION
CRD 113390 · SEC 801-119736
INDIANAPOLIS, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CID CAPITAL II, INC.
CRD 160776 · SEC 801-79434
CARMEL, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COMPASS FINANCIAL ADVISORS LLC
CRD 109131 · SEC 801-56002
FORT WAYNE, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COMPREHENSIVE FINANCIAL CONSULTANTS
CRD 310603 · SEC 801-131561
CICERO, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CORE WEALTH ADVISORS
CRD 157436 · SEC 801-132613
INDIANAPOLIS, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COREVISION FINANCIAL GROUP
CRD 325310 · SEC 801-127739
SHELBYVILLE, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CREATIVE FINANCIAL DESIGNS, INC.
CRD 109032 · SEC 801-60153
KOKOMO, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRF FINANCIAL GROUP
CRD 127388 · SEC 801-72062
INDIANAPOLIS, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CURRY WEBB WEALTH MANAGEMENT LLC
CRD 168692 · SEC 801-129976
INDIANAPOLIS, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CX INSTITUTIONAL, LLC
CRD 292627 · SEC 801-112742
AUBURN, IN
Source release August 3, 2026 · retrieved August 18, 2026