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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

211 sourced firms · query 54 ms

  • Reported as registered

    DRAKE & ASSOCIATES, LLC

    CRD 154854 · SEC 801-115301

    WAUKESHA, WI

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

  • Reported as registered

    ECIO, INC.

    CRD 301432 · SEC 801-129326

    MADISON, WI

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

  • Reported as registered

    ELITE WEALTH MANAGEMENT, INC.

    CRD 333159 · SEC 801-131559

    PLOVER, WI

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

  • Reported as registered

    ELLENBECKER INVESTMENT GROUP

    CRD 173851 · SEC 801-80600

    WAUKESHA, WI

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

  • Reported as registered

    ENRICH FINANCIAL PARTNERS LLC

    CRD 111234 · SEC 801-96219

    MADISON, WI

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

  • Reported as registered

    ENTASIS ASSET MANAGEMENT LLC

    CRD 282711 · SEC 801-121733

    BROOKFIELD, WI

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

  • Reported as registered

    ENVISION FINANCIAL LLC

    CRD 314365 · SEC 801-121297

    BROOKFIELD, WI

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

  • Reported as registered

    ETF MODEL SOLUTIONS, LLC

    CRD 168410 · SEC 801-80785

    APPLETON, WI

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

  • Reported as registered

    EVEXIA WEALTH, LLC

    CRD 323788 · SEC 801-126957

    STEVENS POINT, WI

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

  • Reported as registered

    FIDUCIARY MANAGEMENT, INC.

    CRD 109149 · SEC 801-15164

    MILWAUKEE, WI

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

  • Reported as registered

    FINANCIAL SERVICE GROUP INC

    CRD 107893 · SEC 801-41991

    MOUNT PLEASANT, WI

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

  • Reported as registered

    FINANCIAL STRATEGIES, INC.

    CRD 113097 · SEC 801-125921

    BROOKFIELD, WI

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

  • Reported as registered

    FORM WEALTH ADVISORS, LLC

    CRD 326519 · SEC 801-131059

    LAKE GENEVA, WI

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

  • Reported as registered

    FORTRESS PLANNING GROUP

    CRD 157900 · SEC 801-127572

    PEWAUKEE, WI

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

  • Reported as registered

    FRANCIS LLC

    CRD 130687 · SEC 801-62841

    BROOKFIELD, WI

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

  • Reported as registered

    FRIEDLANDER & CO INC

    CRD 105150 · SEC 801-16821

    MILWAUKEE, WI

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

  • Reported as registered

    GATEWAY WEALTH PARTNERS, LLC

    CRD 322789 · SEC 801-126635

    APPLETON, WI

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

  • Exempt Reporting Adviser

    GENER8TOR MANAGEMENT, LLC

    CRD 174037 · SEC 802-127873

    MADISON, WI

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