Reported as registered
GREENBERG FINANCIAL GROUP
CRD 38747 · SEC 801-36988
TUCSON, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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- 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
213 sourced firms · query 63 ms
Reported as registered
HARDING WEALTH, INC.
CRD 282686 · SEC 801-123224
TEMPE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HARMONY ASSET MANAGEMENT LLC
CRD 116069 · SEC 801-118731
SCOTTSDALE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HEFFERNAN ADVISORY, INC.
CRD 116771 · SEC 801-67175
FLAGSTAFF, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HERITAGE FAMILY OFFICES, LLP
CRD 323930 · SEC 801-126899
SCOTTSDALE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HILLSPRING FINANCIAL, INC.
CRD 113938 · SEC 801-130993
SURPRISE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
IDX ADVISORS
CRD 299658 · SEC 801-122480
SCOTTSDALE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
IMMACULATE WEALTH MANAGEMENT, LLC
CRD 167657 · SEC 801-132448
MESA, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INDIGO PARTNERS LLC
CRD 163648 · SEC 801-101537
SCOTTSDALE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INTELLIGENT CAPITALWORKS
CRD 135081 · SEC 801-64460
SCOTTSDALE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INTERWEALTH MANAGEMENT, LLC
CRD 155597 · SEC 801-116669
SCOTTSDALE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INTRINSIC VALUE PARTNERS, LLC
CRD 165214 · SEC 801-78111
PHOENIX, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INTRINSIC WEALTH COUNSEL, INC.
CRD 105022 · SEC 801-21151
TEMPE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INVICTA FINANCIAL GROUP
CRD 288008 · SEC 801-118542
YUMA, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
IRONWOOD FINANCIAL, LLC
CRD 151004 · SEC 801-70463
TUCSON, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
IRONWOOD INVESTMENT COUNSEL, LLC
CRD 110623 · SEC 801-60073
SCOTTSDALE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
IRONWOOD WEALTH MANAGEMENT, LLC
CRD 200511 · SEC 801-96281
CHANDLER, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JOHNSON FINANCIAL ADVISORS
CRD 104621 · SEC 801-113449
TEMPE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JUNCTURE WEALTH STRATEGIES, LLC
CRD 298110 · SEC 801-113927
SCOTTSDALE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KEY GROUP MANAGEMENT, INC.
CRD 146054 · SEC 801-114845
FOUNTAIN HILLS, AZ
Source release August 3, 2026 · retrieved August 18, 2026