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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

327 sourced firms · query 56 ms

  • Reported as registered

    CITY CENTER ADVISORS, LLC

    CRD 203513 · SEC 801-123152

    TROY, MI

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

  • Reported as registered

    CND FINANCIAL

    CRD 110180 · SEC 801-121895

    LIVONIA, MI

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

  • Reported as registered

    CONCORDE ASSET MANAGEMENT, LLC

    CRD 140367 · SEC 801-74519

    ANN ARBOR, MI

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

  • Reported as registered

    CORECAP ADVISORS

    CRD 158819 · SEC 801-72687

    SOUTHFIELD, MI

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

  • Reported as registered

    CPR INVESTMENTS INC

    CRD 139067 · SEC 801-112038

    ROCHESTER, MI

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

  • Pending / 120-Day Approval

    CUSTOM WEALTH MANAGEMENT

    CRD 340956 · SEC 801-136173

    PLYMOUTH, MI

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

  • Reported as registered

    CWS FINANCIAL ADVISORS LLC

    CRD 297000 · SEC 801-113289

    KALAMAZOO, MI

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

  • Reported as registered

    DANIEL INVESTMENT GROUP INC.

    CRD 338851 · SEC 801-134764

    ROYAL OAK, MI

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

  • Reported as registered

    DANIEL KRUG & ASSOCIATES

    CRD 298532 · SEC 801-130573

    CLARKSTON, MI

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

  • Reported as registered

    DARDEN WEALTH GROUP

    CRD 294926 · SEC 801-120167

    ANN ARBOR, MI

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

  • Reported as registered

    DAUS FINANCIAL GROUP, LLC

    CRD 323054 · SEC 801-127526

    KALAMAZOO, MI

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