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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

95 sourced firms · query 50 ms

  • Reported as registered

    VALIANT WEALTH, LLC

    CRD 146911 · SEC 801-108491

    WEST DES MOINES, IA

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

  • Reported as registered

    VAN DIEST CAPITAL

    CRD 334743 · SEC 801-135478

    POLK CITY, IA

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

  • Reported as registered

    VISIONX WEALTH PARTNERS

    CRD 333559 · SEC 801-136433

    FORT DODGE, IA

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

  • Reported as registered

    VIVID WEALTH MANAGEMENT, LLC

    CRD 322974 · SEC 801-126577

    WEST DES MOINES, IA

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

  • Reported as registered

    WEALTH ADVISORS GROUP, LLC

    CRD 291648 · SEC 801-112281

    CORALVILLE, IA

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

  • Reported as registered

    WEALTH ADVISORS OF IOWA, LLC

    CRD 115088 · SEC 801-118210

    WEST DES MOINES, IA

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

  • Reported as registered

    WEALTHSPAN PARTNERS, LLC

    CRD 297712 · SEC 801-113832

    DAVENPORT, IA

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

  • Reported as registered

    WEIS ADVISORY

    CRD 217517 · SEC 801-123482

    CLIVE, IA

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

  • Reported as registered

    WILON WEALTH MANAGEMENT

    CRD 313185 · SEC 801-120747

    URBANDALE, IA

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