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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

161 sourced firms · query 49 ms

  • Reported as registered

    CXI ADVISORS, LLC

    CRD 301321 · SEC 801-115248

    AUBURN, IN

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

  • Reported as registered

    DEERFIELD

    CRD 104964 · SEC 801-25156

    INDIANAPOLIS, IN

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

  • Reported as registered

    ELEVATED FINANCIAL GROUP

    CRD 334353 · SEC 801-131787

    INDIANAPOLIS, IN

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

  • Exempt Reporting Adviser

    ELPIS CAPITAL GROUP, LLC

    CRD 175494 · SEC 802-136848

    FISHERS, IN

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

  • Reported as registered

    ELSER FINANCIAL PLANNING, INC.

    CRD 143311 · SEC 801-80871

    INDIANAPOLIS, IN

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

  • Reported as registered

    EVERNEST FINANCIAL ADVISORS

    CRD 328161 · SEC 801-128908

    CARMEL, IN

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

  • Reported as registered

    FI3 FINANCIAL ADVISORS, LLC

    CRD 168005 · SEC 801-113218

    INDIANAPOLIS, IN

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

  • Reported as registered

    FINANCIAL ENHANCEMENT GROUP

    CRD 159017 · SEC 801-72907

    ANDERSON, IN

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

  • Reported as registered

    FINANCIAL PLANNING SERVICES

    CRD 121034 · SEC 801-123630

    FORT WAYNE, IN

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

  • Exempt Reporting Adviser

    FLYWHEEL FUND VI GP LLC

    CRD 338946 · SEC 802-134757

    BLOOMINGTON, IN

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

  • Reported as registered

    FNEX WEALTH, LLC

    CRD 334569 · SEC 801-132205

    INDIANAPOLIS, IN

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

  • Reported as registered

    FORTITUDE PRIVATE WEALTH

    CRD 290074 · SEC 801-132620

    CARMEL, IN

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

  • Reported as registered

    FORUM PRIVATE CLIENT GROUP

    CRD 143075 · SEC 801-78874

    FISHERS, IN

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

  • Reported as registered

    FREEMAN, WILL & NIEMEIER, INC.

    CRD 121628 · SEC 801-68759

    EVANSVILLE, IN

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