Reported as registered
COLUMBUS INVESTMENT ADVISORY INC.
CRD 104595 · SEC 801-51052
NEW ALBANY, OH
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
426 sourced firms · query 66 ms
Reported as registered
COMPASS FINANCIAL GROUP, INC.
CRD 130867 · SEC 801-130710
DUBLIN, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CONSOLIDATED FINANCIAL
CRD 119695 · SEC 801-112968
DUBLIN, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CONSTELLATION INVESTMENTS, INC.
CRD 107528 · SEC 801-51396
MONTGOMERY, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CONSTELLATION WEALTH ADVISORS
CRD 147253 · SEC 801-69216
CINCINNATI, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COORDINATED FINANCIAL PLANNING CORP
CRD 105143 · SEC 801-19769
CINCINNATI, OH
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CORE INVESTMENT ADVISORS LLC
CRD 287852 · SEC 802-118101
COLUMBUS, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CORNERSTONE WEALTH MANAGEMENT
CRD 106950 · SEC 801-51066
WESTLAKE, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COX & COOK WEALTH ADVISORS
CRD 173691 · SEC 801-135926
DUBLIN, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CREW CAPITAL MANAGEMENT, LTD.
CRD 125402 · SEC 801-119376
CINCINNATI, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CROAK CAPITAL
CRD 297666 · SEC 801-126464
TOLEDO, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CW INDUSTRIAL PARTNERS, LLC
CRD 160408 · SEC 801-110345
CLEVELAND, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CYPRIUM PARTNERS
CRD 160746 · SEC 801-73409
CLEVELAND, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DAYMARK WEALTH PARTNERS, LLC
CRD 320878 · SEC 801-124936
CINCINNATI, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DBK FINANCIAL COUNSEL, LLC
CRD 170688 · SEC 801-123343
CUYAHOGA FALLS, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DEAN FINANCIAL SERVICES
CRD 129679 · SEC 801-62586
BEAVERCREEK, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DEAN INVESTMENTS
CRD 104635 · SEC 801-9895
BEAVERCREEK, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DEMERS FINANCIAL PLANNING
CRD 106702 · SEC 801-136148
COLUMBUS, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DEMMING FINANCIAL SERVICES CORP.
CRD 120106 · SEC 801-69410
AURORA, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DIAMOND HILL CAPITAL MANAGEMENT INC
CRD 110638 · SEC 801-32176
COLUMBUS, OH
Source release August 3, 2026 · retrieved August 18, 2026