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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

91 sourced firms · query 52 ms

  • Reported as registered

    TRANSCENDENT CAPITAL GROUP

    CRD 316872 · SEC 801-122512

    EDMOND, OK

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

  • Reported as registered

    TRINITY STRATEGIC WEALTH

    CRD 337956 · SEC 801-134209

    TULSA, OK

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

  • Reported as registered

    TRITON FINANCIAL GROUP, INC

    CRD 309294 · SEC 801-119672

    OKLAHOMA CITY, OK

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

  • Reported as registered

    VISTA INVESTMENT PARTNERS LLC

    CRD 286014 · SEC 801-108779

    OKLAHOMA CITY, OK

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

  • Reported as registered

    WARWICK INVESTMENT GROUP, LLC

    CRD 226670 · SEC 801-96290

    OKLAHOMA CITY, OK

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

  • Reported as registered

    WEALTH OKLAHOMA

    CRD 132962 · SEC 801-79338

    TULSA, OK

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

  • Reported as registered

    WINDLE WEALTH

    CRD 285653 · SEC 801-123385

    OKLAHOMA CITY, OK

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