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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

71 sourced firms · query 51 ms

  • Reported as registered

    FAIRWAY ASSET MANAGEMENT, LLC

    CRD 146636 · SEC 801-134335

    OMAHA, NE

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

  • Reported as registered

    FINANCIAL DESIGN GROUP, LLC

    CRD 316103 · SEC 801-134407

    LAVISTA, NE

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

  • Reported as registered

    FIRST NATIONAL ADVISERS, LLC

    CRD 277146 · SEC 801-103473

    OMAHA, NE

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

  • Reported as registered

    GARNETT INVESTMENT STRATEGIES

    CRD 282370 · SEC 801-131623

    BEATRICE, NE

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

  • Reported as registered

    HBE WEALTH MANAGEMENT, LLC

    CRD 128315 · SEC 801-119569

    LINCOLN, NE

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

  • Reported as registered

    IAMS WEALTH MANAGEMENT, LLC

    CRD 286085 · SEC 801-108875

    OMAHA, NE

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

  • Reported as registered

    INTENTIONAL RETIREMENT, LLC

    CRD 310655 · SEC 801-129915

    OMAHA, NE

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

  • Reported as registered

    INTERALPEN PARTNERS, LLC

    CRD 315587 · SEC 801-133857

    OMAHA, NE

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

  • Reported as registered

    LINCOLN CAPITAL, LLC

    CRD 168307 · SEC 801-78526

    LINCOLN, NE

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

  • Reported as registered

    LUTZ FINANCIAL

    CRD 117273 · SEC 801-62093

    OMAHA, NE

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

  • Reported as registered

    M-ONE CAPITAL

    CRD 158782 · SEC 801-72709

    OMAHA, NE

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

  • Reported as registered

    MCMILL CPA AND ADVISORS

    CRD 129015 · SEC 801-64153

    NORFOLK, NE

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

  • Reported as registered

    MOREY & QUINN WEALTH PARTNERS

    CRD 332074 · SEC 801-130974

    OMAHA, NE

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