Reported as registered
CETERA PLANNING PARTNERS
CRD 129625 · SEC 801-62655
LEAWOOD, KS
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
139 sourced firms · query 46 ms
Reported as registered
CGN ADVISORS, LLC
CRD 159359 · SEC 801-72913
MANHATTAN, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CLAYTON WEALTH PARTNERS
CRD 105898 · SEC 801-17344
TOPEKA, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COLLABORATIVE PORTFOLIO MANAGEMENT
CRD 332929 · SEC 801-131107
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COLUMBIA CAPITAL MANAGEMENT, LLC
CRD 112773 · SEC 801-55499
MERRIAM, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COPPER FINANCIAL
CRD 168203 · SEC 801-89168
LENEXA, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CORNERSTONE ADVISORS
CRD 114510 · SEC 801-110649
TOPEKA, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CORNERSTONE SECURITIES LLC
CRD 140379 · SEC 801-133715
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CREATIVE PLANNING
CRD 105348 · SEC 801-18564
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CREATIVEONE SECURITIES, LLC
CRD 152974 · SEC 801-78158
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CREATIVEONE WEALTH, LLC
CRD 281213 · SEC 801-106677
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CURTIS CAPITAL ADVISORS
CRD 330835 · SEC 801-132177
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DAVIS FINANCIAL MANAGEMENT, INC.
CRD 143410 · SEC 801-129578
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DEAN CAPITAL MANAGEMENT
CRD 145666 · SEC 801-68942
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DEMARCHE
CRD 105500 · SEC 801-11574
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DEMARCHE
CRD 145851 · SEC 801-68693
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DOGWOOD WEALTH MANAGEMENT, LLC
CRD 317580 · SEC 801-123208
LENEXA, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DOUGLASS INVESTMENT GROUP
CRD 331223 · SEC 801-130445
WICHITA, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ENDEAVOR PRIVATE WEALTH, INC.
CRD 313053 · SEC 801-120702
TOPEKA, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ETF PORTFOLIO PARTNERS, INC.
CRD 128366 · SEC 801-80946
LEAWOOD, KS
Source release August 3, 2026 · retrieved August 18, 2026