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

211 sourced firms · query 77 ms

Exempt Reporting Adviser
GENERATION GROWTH CAPITAL PARTNERS III, LLC
CRD 285276 · SEC 802-136130
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
GENERATION GROWTH CAPITAL PARTNERS IV, LLC
CRD 326570 · SEC 802-128058
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GENEVA CAPITAL MANAGEMENT LLC
CRD 105432 · SEC 801-28444
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GENEVA PARTNERS, LLC
CRD 130768 · SEC 801-107776
LAKE GENEVA, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GLOBAL VALUE INVESTMENT CORPORATION
CRD 144260 · SEC 801-121076
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD 158292 · SEC 801-72887
WAUKESHA, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GOLDSTEIN ADVISORS, LLC
CRD 323125 · SEC 801-126612
MADISON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GOOGINS ADVISORS, INC.
CRD 13985 · SEC 801-68432
MIDDLETON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GRANITE FINANCIAL GROUP
CRD 168675 · SEC 801-116752
BROOKFIELD, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
H. C. DENISON CO.
CRD 1628 · SEC 801-131334
SHEBOYGAN, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HAMMES REALTY ADVISORS, LLC
CRD 165693 · SEC 801-78676
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HARBOUR INVESTMENTS, INC.
CRD 19258 · SEC 801-29185
MADISON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
HEALTHX MANAGEMENT, LLC
CRD 301549 · SEC 802-117072
MADISON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HEARTLAND ADVISORS, INC.
CRD 29433 · SEC 801-19074
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HECK CAPITAL ADVISORS, LLC
CRD 143848 · SEC 801-67872
RHINELANDER, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HOFF PRIVATE WEALTH
CRD 301001 · SEC 801-129458
WAUSAU, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
IAG WEALTH PARTNERS, LLC
CRD 109721 · SEC 801-70404
WAUKESHA, WI
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
IDEA FUND VENTURE MANAGEMENT, LLC
CRD 323775 · SEC 802-132525
LA CROSSE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INTRINSIC INVESTORS LLC
CRD 111968 · SEC 801-116734
WAUWATOSA, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ISECTORS, LLC
CRD 147589 · SEC 801-69601
APPLETON, WI
Source release August 3, 2026 · retrieved August 18, 2026