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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

192 sourced firms · query 54 ms

  • Exempt Reporting Adviser

    HUNTER SEARCH MANAGEMENT

    CRD 333583 · SEC 802-132901

    PARK CITY, UT

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

  • Reported as registered

    INTERWISE

    CRD 316746 · SEC 801-122564

    HOLLADAY, UT

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

  • Reported as registered

    IRON GATE GLOBAL ADVISORS

    CRD 111177 · SEC 801-110310

    NORTH SALT LAKE, UT

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

  • Reported as registered

    JACOBSEN CAPITAL MANAGEMENT

    CRD 116085 · SEC 801-63010

    SALT LAKE CITY, UT

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

  • Reported as registered

    JORDANELLE CAPITAL

    CRD 323676 · SEC 801-126936

    SALT LAKE CITY, UT

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

  • Reported as registered

    JRS WEALTH MANAGEMENT LLC

    CRD 306294 · SEC 801-135617

    SOUTH JORDAN, UT

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

  • Exempt Reporting Adviser

    JUVO VENTURES, LLC

    CRD 331443 · SEC 802-135372

    SALT LAKE CITY, UT

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

  • Reported as registered

    KEELER THOMAS MANAGEMENT LLC

    CRD 109522 · SEC 801-100354

    OREM, UT

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

  • Reported as registered

    KEYSTONE NATIONAL GROUP, LLC

    CRD 142885 · SEC 801-67537

    SALT LAKE CITY, UT

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

  • Exempt Reporting Adviser

    KICKSTART CAPITAL, LLC

    CRD 167541 · SEC 802-78128

    COTTONWOOD HEIGHTS, UT

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

  • Reported as registered

    KULTURA CAPITAL MANAGEMENT LP

    CRD 327510 · SEC 801-134057

    PARK CITY, UT

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

  • Reported as registered

    LANDMARK WEALTH ADVISORS, LLC

    CRD 166989 · SEC 801-130036

    FARMINGTON, UT

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

  • Reported as registered

    LEFAVI WEALTH MANAGEMENT

    CRD 104961 · SEC 801-73029

    SALT LAKE CITY, UT

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

  • Reported as registered

    LEP MANAGEMENT LLC

    CRD 173481 · SEC 801-111960

    SALT LAKE CITY, UT

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

  • Reported as registered

    LIVET WEALTH, LLC

    CRD 337826 · SEC 801-134191

    SPANISH FORK, UT

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

  • Reported as registered

    LONE PEAK ADVISERS

    CRD 296772 · SEC 801-127627

    DRAPER, UT

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

  • Reported as registered

    LUNT CAPITAL MANAGEMENT INC.

    CRD 125183 · SEC 801-70051

    HOLLADAY, UT

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