Reported as registered
CANOPY PARTNERS
CRD 324812 · SEC 801-127366
CINCINNATI, OH
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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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 67 ms
Reported as registered
CAPITAL ADVISORS, LTD., LLC
CRD 153600 · SEC 801-71559
SHAKER HEIGHTS, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPITAL ASSET MANAGEMENT, INC.
CRD 120597 · SEC 801-121081
COLUMBUS, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPSTONE WEALTH PARTNERS
CRD 152524 · SEC 801-135646
DUBLIN, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CARNEGIE INVESTMENT COUNSEL
CRD 150488 · SEC 801-70242
PEPPER PIKE, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CBIZ INVESTMENT ADVISORY SERVICES, LLC
CRD 286002 · SEC 801-108996
CLEVELAND, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CBIZ RETIREMENT PLAN ADVISORY SERVICES
CRD 16678 · SEC 801-56332
CLEVELAND, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CHAPMAN & CHAPMAN ADVISORS LLC
CRD 122655 · SEC 801-121327
CHAGRIN FALLS, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CINCINNATI ASSET MANAGEMENT INC
CRD 104946 · SEC 801-34376
CINCINNATI, OH
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CINCYTECH
CRD 306295 · SEC 802-117933
CINCINNATI, OH
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CINCYTECH, LLC
CRD 284743 · SEC 802-108304
CINCINNATI, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CINTRIFUSE CAPITAL
CRD 166973 · SEC 801-125930
CINCINNATI, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CITYMARK CAPITAL MANAGEMENT COMPANY LLC
CRD 291405 · SEC 801-112435
CLEVELAND, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CLAYMORE CAPITAL PARTNERS
CRD 309944 · SEC 801-136837
CINCINNATI, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
CRD 105674 · SEC 801-33554
CLEVELAND, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CLEVELAND CAPITAL MANAGEMENT, L.L.C.
CRD 341686 · SEC 801-136040
ROCKY RIVER, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CLEVELAND WEALTH, LLC
CRD 282196 · SEC 801-117776
CLEVELAND, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CLUTTERBUCK CAPITAL MANAGEMENT LLC
CRD 140082 · SEC 801-66522
CLEVELAND, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CM WEALTH ADVISORS LLC
CRD 119467 · SEC 801-62376
BEACHWOOD, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COLBURN WEALTH MANAGEMENT, LLC
CRD 157870 · SEC 801-136812
GROVE CITY, OH
Source release August 3, 2026 · retrieved August 18, 2026