Reported as registered
BENCHMARK WEALTH MANAGEMENT
CRD 298885 · SEC 801-130610
CINCINNATI, OH
Source release August 3, 2026 · retrieved August 18, 2026
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 76 ms
Reported as registered
BIRCHCREEK WEALTH MANAGEMENT, LLC
CRD 304207 · SEC 801-116914
MIAMI TOWNSHIP, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BISON WEALTH MANAGEMENT, LLC
CRD 340724 · SEC 801-136720
LYNDHURST, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
CRD 292661 · SEC 801-117244
DAYTON, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLUE JAY FINANCIAL GROUP, LLC
CRD 296467 · SEC 801-134428
DEFIANCE, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLUE POINT CAPITAL PARTNERS LLC
CRD 157031 · SEC 801-74117
CLEVELAND, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLUESTONE PRIVATE WEALTH, LLC
CRD 326055 · SEC 801-132967
CLEVELAND, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOND TECH INC
CRD 105979 · SEC 801-45443
BELLBROOK, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOYD WATTERSON ASSET MANAGEMENT, LLC
CRD 107808 · SEC 801-57468
CLEVELAND, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BPS WEALTH ADVISORS, INC.
CRD 106249 · SEC 801-37961
CANFIELD, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BRIGHT PATH SPORTS PARTNERS, LLC
CRD 327730 · SEC 801-132874
CLEVELAND, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BRILLIANT ADVICE, LLC
CRD 282891 · SEC 801-131585
CINCINNATI, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BRIXEY & MEYER CAPITAL LLC
CRD 299465 · SEC 801-134012
CINCINNATI, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BROADLEAF PARTNERS, LLC
CRD 137433 · SEC 801-71143
HUDSON, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BROWN FINANCIAL ADVISORS, LLC
CRD 147056 · SEC 801-119541
MILFORD, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BULLSEYE INVESTMENT MANAGEMENT, LLC
CRD 145158 · SEC 801-121159
CINCINNCIATI, OH
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BUOYANT VENTURES MANAGEMENT, LLC
CRD 317957 · SEC 802-122968
BEACHWOOD, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAMBRIDGE FINANCIAL GROUP, INC.
CRD 112254 · SEC 801-26539
COLUMBUS, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAMELOT EVENT-DRIVEN ADVISORS, LLC
CRD 291798 · SEC 801-112328
MAUMEE, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAMELOT PORTFOLIOS, LLC
CRD 145918 · SEC 801-70932
MAUMEE, OH
Source release August 3, 2026 · retrieved August 18, 2026