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 51 ms

Reported as registered
THE MAGNOLIA GROUP, LLC
CRD 171102 · SEC 801-79848
OMAHA, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRIBUTARY CAPITAL MANAGEMENT, LLC
CRD 112528 · SEC 801-60282
OMAHA, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRUE MEASURE WEALTH MANAGEMENT
CRD 116265 · SEC 801-60778
OMAHA, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WALNUT PRIVATE EQUITY PARTNERS, LLC
CRD 168840 · SEC 801-78492
OMAHA, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTH ADVISORS NETWORK, INC.
CRD 113836 · SEC 801-112018
HASTINGS, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTH MANAGEMENT
CRD 137080 · SEC 801-65977
NORFOLK, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTHPLAN INVESTMENT MANAGEMENT LLC
CRD 311364 · SEC 801-120004
OMAHA, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTHPLAN PARTNERS
CRD 305026 · SEC 801-117955
OMAHA, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEITZ INVESTMENT MANAGEMENT, INC.
CRD 105088 · SEC 801-18819
OMAHA, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WESTCHESTER CAPITAL MANAGEMENT INC
CRD 110961 · SEC 801-28498
OMAHA, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WHITETAIL ROCK CAPITAL MANAGEMENT, LLC
CRD 156675 · SEC 801-72219
LINCOLN, NE
Source release August 3, 2026 · retrieved August 18, 2026