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

71 sourced firms · query 48 ms

Reported as registered
MUTUAL ADVISORS, LLC
CRD 167658 · SEC 801-78089
OMAHA, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
CRD 611 · SEC 801-61332
OMAHA, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NABITY-JENSEN INVESTMENT MANAGEMENT, INC.
CRD 128455 · SEC 801-118341
OMAHA, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OLDFATHER FINANCIAL SERVICES
CRD 339739 · SEC 801-135156
KEARNEY, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ORION PORTFOLIO SOLUTIONS, LLC
CRD 107975 · SEC 801-57265
OMAHA, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PANORAMA POINT PARTNERS, LLC
CRD 165704 · SEC 801-100497
OMAHA, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PARADIGM WEALTH MANAGEMENT
CRD 282055 · SEC 801-114893
LINCOLN, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PFLUG KOORY, LLC
CRD 109268 · SEC 801-57982
OMAHA, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PITTENGER & ANDERSON INC
CRD 111033 · SEC 801-49107
LINCOLN, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PLAN A WEALTH, LLC
CRD 287860 · SEC 801-110113
LINCOLN, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PRAIRIE WEALTH ADVISORS, INC.
CRD 165266 · SEC 801-77062
OMAHA, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PRIVATE WEALTH ASSET MANAGEMENT
CRD 315819 · SEC 801-122065
OMAHA, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PRODIGY ASSET MANAGEMENT LLC
CRD 106457 · SEC 801-43337
OMAHA, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PROFESSIONAL FINANCIAL ADVISORS, LLC
CRD 173719 · SEC 801-114978
NORTH PLATTE, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
R2 WEALTH MANAGEMENT PARTNERS
CRD 338490 · SEC 801-134643
LINCOLN, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
REVOLUTION CAPITAL, LLC
CRD 300496 · SEC 801-129225
OMAHA, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SEQUENT PLANNING, LLC
CRD 160381 · SEC 801-113971
OMAHA, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SMART WEALTH, LLC
CRD 315496 · SEC 801-122372
OMAHA, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STEVENS CAPITAL PARTNERS
CRD 317517 · SEC 801-122960
OMAHA, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STONEBRIDGE WEALTH SYSTEMS LLC
CRD 327894 · SEC 801-128877
KEARNEY, NE
Source release August 3, 2026 · retrieved August 18, 2026