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

91 sourced firms · query 43 ms

Reported as registered
CHAPPELWOOD FINANCIAL SERVICES
CRD 134318 · SEC 801-135860
EDMOND, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COMPASS CAPITAL MANAGEMENT, LLC
CRD 150170 · SEC 801-132163
MCALESTER, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COMPREHENSIVE FINANCIAL PLANNING INC
CRD 109822 · SEC 801-31935
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CONQUER INVESTMENTS, LLC
CRD 329615 · SEC 802-135984
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CORPORATE CONSULTING GROUP, INC.
CRD 123761 · SEC 801-63159
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COUNCIL OAK WEALTH ADVISORS
CRD 297180 · SEC 801-113403
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CRP MANAGEMENT XI, LLC
CRD 295970 · SEC 802-134508
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DRAWBRIDGE CAPITAL
CRD 128636 · SEC 801-115050
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
EPIC WEALTH MANAGEMENT, LLC
CRD 297643 · SEC 801-113589
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
EVEN HERD LLC
CRD 329728 · SEC 801-129721
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
EVERPAR ADVISORS LLC
CRD 326468 · SEC 801-128638
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
EXCHANGE TRADED CONCEPTS, LLC
CRD 151197 · SEC 801-70485
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
F.I.G. FINANCIAL ADVISORY SERVICES, INC.
CRD 105506 · SEC 801-119550
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FMI
CRD 117600 · SEC 801-110659
ARDMORE, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FORGE FINANCIAL
CRD 306480 · SEC 801-117938
EDMOND, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FOURPATH CAPITAL MANAGEMENT, LLC
CRD 313573 · SEC 801-120960
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.
CRD 108886 · SEC 801-114089
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
G. DEWAYNE MCANALLY
CRD 118511 · SEC 801-125817
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GADDIS PREMIER WEALTH ADVISORS LLC
CRD 317837 · SEC 801-125772
DURANT, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GIBRALTAR CAPITAL MANAGEMENT, INC.
CRD 122328 · SEC 801-66289
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026