Reported as registered
FRONTIER ASSET MANAGEMENT, LLC
CRD 109910 · SEC 801-60047
SHERIDAN, WY
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
45 sourced firms · query 45 ms
Exempt Reporting Adviser
FUTALEUFU MANAGER, LLC
CRD 287774 · SEC 802-110497
JACKSON, WY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GERVAIS CAPITAL MANAGEMENT, LLC
CRD 299347 · SEC 801-130485
WILSON, WY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GOLDEN STATE WEALTH MANAGEMENT, LLC
CRD 167995 · SEC 801-107445
POWELL, WY
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
GRAND FAMILY OFFICE LLC
CRD 342516 · SEC 802-136418
CHEYENNE, WY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GREYBULL ADVISORS, LLC
CRD 317767 · SEC 801-124891
JACKSON, WY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GRUPP FINANCIAL LLC
CRD 168436 · SEC 801-135382
JACKSON, WY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HARFST AND ASSOCIATES, INC.
CRD 145090 · SEC 801-71661
SHERIDAN, WY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HRTG GPE, LLC
CRD 157389 · SEC 801-73343
WILSON, WY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INCOME FOCUS PORTFOLIO MANAGEMENT
CRD 165477 · SEC 801-77168
JACKSON, WY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INTEGRITY FINANCIAL CORPORATION
CRD 137125 · SEC 801-107275
JACKSON, WY
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
LOWERCARBON CAPITAL
CRD 162946 · SEC 802-76268
JACKSON, WY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MARKLE FINANCIAL LLC
CRD 302088 · SEC 801-116686
LARAMIE, WY
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
NEXUS STRATEGIC ALPHA LLC
CRD 343308 · SEC 802-136813
SHERIDAN, WY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
O'DONNELL WEALTH MANAGEMENT
CRD 323384 · SEC 801-134560
CODY, WY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PINNACLE WEST ASSET MANAGEMENT INC
CRD 106527 · SEC 801-40271
CASPER, WY
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
REMBRANDT VENTURE PARTNERS
CRD 160155 · SEC 802-117971
LARAMIE, WY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
RW BAKER WEALTH MANAGEMENT GROUP LLC
CRD 297087 · SEC 801-121877
CHEYENNE, WY
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
SAVILE PRIVATE WEALTH LLC
CRD 339409 · SEC 801-136127
SHERIDAN, WY
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
SIMIAN LLC
CRD 336497 · SEC 802-132945
CHEYENNE, WY
Source release August 3, 2026 · retrieved August 18, 2026