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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 95 ms

  • Reported as registered

    ANTOLINO WEALTH ADVISORS

    CRD 119829 · SEC 801-125806

    COLUMBUS, OH

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

  • Reported as registered

    APPALACHIAN CAPITAL MANAGEMENT

    CRD 120038 · SEC 801-130291

    ST. CLAIRSVILLE, OH

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

  • Exempt Reporting Adviser

    ARDLUSSA CAPITAL, LLC

    CRD 333346 · SEC 802-134151

    CINCINNATI, OH

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

  • Reported as registered

    ARG PRIVATE WEALTH, LLC

    CRD 336183 · SEC 801-136365

    CINCINNATI, OH

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

  • Reported as registered

    ARGENTARII, LLC

    CRD 332112 · SEC 801-130699

    CINCINNATI, OH

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

  • Reported as registered

    ARTIFEX FINANCIAL GROUP, LLC

    CRD 140643 · SEC 801-112759

    OAKWOOD, OH

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

  • Reported as registered

    ATLANTIS WEALTH ADVISORS LLC

    CRD 169956 · SEC 801-79013

    MAUMEE, OH

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

  • Reported as registered

    AXIM PLANNING & WEALTH

    CRD 319618 · SEC 801-124695

    SPRINGBORO, OH

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

  • Reported as registered

    B.A. SCHROCK WEALTH MANAGEMENT

    CRD 304694 · SEC 801-127681

    WADSWORTH, OH

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

  • Reported as registered

    BAHL & GAYNOR LLC

    CRD 106139 · SEC 801-36951

    CINCINNATI, OH

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

  • Reported as registered

    BALANCE WEALTH

    CRD 329589 · SEC 801-131997

    WORTHINGTON, OH

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

  • Reported as registered

    BALANCED WEALTH GROUP LLC

    CRD 328007 · SEC 801-128997

    WESTLAKE, OH

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

  • Reported as registered

    BEACON FINANCIAL ADVISORY LLC

    CRD 174334 · SEC 801-108381

    CLEVELAND, OH

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

  • Reported as registered

    BELL CITY WEALTH, INC.

    CRD 326354 · SEC 801-128174

    HILLSBORO, OH

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