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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

95 sourced firms · query 45 ms

  • Reported as registered

    IOWA WEALTH MANAGEMENT, LLC

    CRD 286435 · SEC 801-123613

    WEST DES MOINES, IA

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

  • Reported as registered

    KEYSTONE WEALTH MANAGEMENT

    CRD 304133 · SEC 801-134233

    WATERLOO, IA

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

  • Reported as registered

    LANE FAMILY WEALTH MANAGEMENT

    CRD 337964 · SEC 801-134759

    NORTH LIBERTY, IA

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

  • Reported as registered

    LEGACY FINANCIAL GROUP

    CRD 154927 · SEC 801-79803

    DES MOINES, IA

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

  • Reported as registered

    LSB WEALTH MANAGEMENT

    CRD 310466 · SEC 801-124725

    ANKENY, IA

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

  • Reported as registered

    MERKLE RETIREMENT PLANNING

    CRD 297942 · SEC 801-118564

    GRIMES, IA

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

  • Exempt Reporting Adviser

    MIDWEST GROWTH ADVISORS, LLC

    CRD 172104 · SEC 802-80690

    WEST DES MOINES, IA

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

  • Reported as registered

    MIDWESTERN FINANCIAL GROUP

    CRD 270022 · SEC 801-132625

    IOWA CITY, IA

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

  • Reported as registered

    MOKOSAK ADVISORY GROUP, LLC

    CRD 287538 · SEC 801-110319

    URBANDALE, IA

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

  • Reported as registered

    NATIONS FINANCIAL GROUP, INC.

    CRD 44181 · SEC 801-57407

    CEDAR RAPIDS, IA

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

  • Exempt Reporting Adviser

    NEXT LEVEL VENTURES, LLC

    CRD 305666 · SEC 802-117412

    DES MOINES, IA

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

  • Reported as registered

    NIKULSKI FINANCIAL, INC.

    CRD 151569 · SEC 801-109933

    BETTENDORF, IA

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