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

161 sourced firms · query 56 ms

Reported as registered
INTREPID FINANCIAL PLANNING GROUP, LLC
CRD 112196 · SEC 801-61020
CARMEL, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INVST, LLC
CRD 282863 · SEC 801-107265
INDIANAPOLIS, IN
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
JUNIPER GP, LLC
CRD 339533 · SEC 802-136440
CLARKSVILLE, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KESSLER INVESTMENT GROUP, LLC
CRD 153696 · SEC 801-71393
COLUMBUS, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KESTREL WEALTH MANAGEMENT, LLC
CRD 153503 · SEC 801-123414
SOUTH BEND, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KIRR, MARBACH & COMPANY, LLC
CRD 104634 · SEC 801-10809
COLUMBUS, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KOON FINANCIAL PLANNING & CONSULTING/KFP&C
CRD 126051 · SEC 801-132426
GREENWOOD, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KORHORN FINANCIAL GROUP
CRD 128606 · SEC 801-78914
GRANGER, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KOTYS WEALTH PROFESSIONALS
CRD 168156 · SEC 801-118738
VALPARAISO, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LAUER WEALTH MANAGEMENT
CRD 289763 · SEC 801-121657
VALPARAISO, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LAUGHLIN FINANCIAL LLC
CRD 165105 · SEC 801-123521
BLOOMINGTON, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LJI WEALTH MANAGEMENT, LLC
CRD 145399 · SEC 801-77820
INDIANAPOLIS, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LYNCH & ASSOCIATES
CRD 108326 · SEC 801-47981
NEWBURGH, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MARIPAU WEALTH MANAGEMENT LLC
CRD 311934 · SEC 801-120262
FORT WAYNE, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
CRD 122212 · SEC 801-62577
INDIANAPOLIS, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MCMAHAN CAPITAL MANAGEMENT
CRD 109140 · SEC 801-131548
CARMEL, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MERIDIAN INVESTMENT ADVISORS, INC.
CRD 107593 · SEC 801-46376
INDIANAPOLIS, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MFG WEALTH MANAGEMENT, INC.
CRD 125963 · SEC 801-132898
INDIANAPOLIS, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MINDSET ASSET MANAGEMENT, LLC
CRD 338530 · SEC 801-134452
INDIANAPOLIS, IN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MINDSET WEALTH MANAGEMENT, LLC
CRD 330384 · SEC 801-129731
INDIANAPOLIS, IN
Source release August 3, 2026 · retrieved August 18, 2026