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

139 sourced firms · query 51 ms

Reported as registered
EVEREST WEALTH MANAGEMENT
CRD 133823 · SEC 801-80718
LEAWOOD, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FAS WEALTH PARTNERS, INC.
CRD 109796 · SEC 801-19282
LEAWOOD, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FCI ADVISORS
CRD 106398 · SEC 801-48195
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FINANCIAL PARTNERS GROUP, INC.
CRD 288644 · SEC 801-111662
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FORTIS CAPITAL ADVISORS, LLC
CRD 309709 · SEC 801-119354
PRAIRIE VILLAGE, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FORTUNE FINANCIAL ADVISORS, LLC
CRD 145799 · SEC 801-78728
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FREESTATE ADVISORS LLC
CRD 145800 · SEC 801-106933
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
FWM LEGACY, LLC
CRD 144344 · SEC 802-127130
LEAWOOD, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GENTRY PRIVATE WEALTH
CRD 323208 · SEC 801-126629
WICHITA, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GLASS LAKES CAPITAL MANAGEMENT LLC
CRD 290064 · SEC 801-136320
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GREAT RANGE CAPITAL, LLC
CRD 164294 · SEC 801-126165
MISSION WOODS, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GREENUP STREET WEALTH MANAGEMENT LLC
CRD 311391 · SEC 801-122080
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INSIGHT FINANCIAL SERVICES
CRD 147518 · SEC 801-111935
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INVISOR
CRD 174890 · SEC 801-131874
SENECA, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KAVAR CAPITAL PARTNERS
CRD 311744 · SEC 801-119947
LEAWOOD, KS
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
KCN MANAGEMENT, LP
CRD 332613 · SEC 802-131198
PRAIRIE VILLAGE, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KEATING FINANCIAL ADVISORY SERVICES
CRD 142772 · SEC 801-126770
MANHATTAN, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KEEN WEALTH ADVISORS
CRD 170293 · SEC 801-79725
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KOMPASS KAPITAL ADVISORS, LLC
CRD 335041 · SEC 801-132928
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KONZA GLOBAL WEALTH GROUP
CRD 331692 · SEC 801-130570
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026