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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 73 ms

  • Reported as registered

    TRUEPOINT, INC.

    CRD 105664 · SEC 801-25433

    CINCINNATI, OH

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

  • Reported as registered

    TSG ADVICE PARTNERS, LLC

    CRD 305999 · SEC 801-117566

    COLUMBUS, OH

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

  • Reported as registered

    TUDOR FINANCIAL, INC.

    CRD 121495 · SEC 801-118723

    DAYTON, OH

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

  • Exempt Reporting Adviser

    TURNCAP MANAGEMENT LLC

    CRD 312488 · SEC 802-129352

    BEACHWOOD, OH

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

  • Reported as registered

    TURNSTONE FINANCIAL

    CRD 170738 · SEC 801-121769

    TROY, OH

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

  • Reported as registered

    UNION STRATEGIC ADVISORS

    CRD 340640 · SEC 801-135455

    BLUE ASH, OH

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

  • Reported as registered

    UNITED ADVISOR GROUP

    CRD 324205 · SEC 801-127090

    CINCINNATI, OH

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

  • Exempt Reporting Adviser

    UPRETY CAPITAL

    CRD 337708 · SEC 802-134682

    WEST CHESTER, OH

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

  • Reported as registered

    VALMARK ADVISERS, INC.

    CRD 108050 · SEC 801-55564

    AKRON, OH

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

  • Reported as registered

    VAN CLEEF ASSET MANAGEMENT INC

    CRD 105768 · SEC 801-32604

    BEACHWOOD, OH

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

  • Reported as registered

    VANTAGE FINANCIAL GROUP, INC.

    CRD 105950 · SEC 801-33485

    CLEVELAND, OH

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

  • Reported as registered

    VANWEELDEN WEALTH MANAGEMENT, LLC

    CRD 290308 · SEC 801-131024

    WEST CHESTER TOWNSHIP, OH

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

  • Reported as registered

    VAWTER FINANCIAL LTD

    CRD 108830 · SEC 801-112975

    COLUMBUS, OH

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

  • Reported as registered

    VENTURE VISIONARY PARTNERS LLC

    CRD 304237 · SEC 801-116835

    SYLVANIA, OH

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

  • Reported as registered

    VIKING PARTNERS ADVISORS

    CRD 321989 · SEC 801-126472

    CINCINNATI, OH

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

  • Reported as registered

    VIRTERA PARTNERS LLC

    CRD 308187 · SEC 801-126022

    PEPPER PIKE, OH

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