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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 70 ms

  • Reported as registered

    WINSLOW ASSET MANAGEMENT INC

    CRD 106337 · SEC 801-41392

    BEACHWOOD, OH

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

  • Reported as registered

    WOODLAND WEALTH PARTNERS

    CRD 340877 · SEC 801-135722

    PEPPER PIKE, OH

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

  • Reported as registered

    WORTHINGTON WEALTH MANAGEMENT

    CRD 312951 · SEC 801-120511

    WORTHINGTON, OH

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

  • Reported as registered

    WURZ FINANCIAL SERVICES, LLC

    CRD 331608 · SEC 801-135149

    HOLLAND, OH

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

  • Reported as registered

    YARGER WEALTH STRATEGIES, LLC

    CRD 310207 · SEC 801-119409

    WESTERVILLE, OH

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

  • Reported as registered

    YFP WEALTH

    CRD 282918 · SEC 801-118236

    NEW ALBANY, OH

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