Reported as registered
KINGDOM FINANCIAL GROUP, LLC
CRD 155676 · SEC 801-113161
PEORIA, AZ
Source release August 3, 2026 · retrieved August 18, 2026
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
213 sourced firms · query 132 ms
Exempt Reporting Adviser
KLINKLOANS FUND
CRD 330004 · SEC 802-129571
GILBERT, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
L. ROY PAPP & ASSOCIATES, LLP
CRD 105130 · SEC 801-35594
PHOENIX, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LANE BROTHERS INVESTMENT COUNSEL
CRD 105968 · SEC 801-130414
PRESCOTT, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LEGACY CORNERSTONE WEALTH LLC
CRD 281027 · SEC 801-120618
PEORIA, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LEVIN FUNDING GROUP LLC
CRD 170087 · SEC 801-125714
TUCSON, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LGM CAPITAL MANAGEMENT LLC
CRD 283872 · SEC 801-108408
PHOENIX, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LILLIANO CAPITAL MANAGEMENT LLC
CRD 339106 · SEC 801-135048
PHOENIX, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LUMINESCENT WEALTH MANAGEMENT, INC.
CRD 337660 · SEC 801-135615
SCOTTSDALE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LUMINVEST WEALTH MANAGEMENT LLC
CRD 326261 · SEC 801-128242
SCOTTSDALE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MARTINSEN WEALTH MANAGEMENT
CRD 332433 · SEC 801-130933
TEMPE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MATHIS WEALTH MANAGEMENT
CRD 172858 · SEC 801-128560
PHOENIX, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MEIXLER INVESTMENT MANAGEMENT, LTD.
CRD 168223 · SEC 801-78675
SHOW LOW, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
MILLER WEALTH MANAGEMENT
CRD 342288 · SEC 801-136769
GILBERT, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
MPI INFINITE INVESTORS, LLC
CRD 337830 · SEC 801-134523
GILBERT, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MSH CAPITAL ADVISORS LLC
CRD 157835 · SEC 801-108933
SCOTTSDALE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MULHOLLAND WEALTH ADVISORS, LLC
CRD 282408 · SEC 801-107079
SCOTTSDALE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NERDWALLET ADVISORY
CRD 325767 · SEC 801-127978
SCOTTSDALE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
NEXT UP WEALTH ADVISORS, LLC
CRD 342136 · SEC 801-136270
SCOTTSDALE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NORTHRIM ADVISER, LLC
CRD 306796 · SEC 801-127586
MESA, AZ
Source release August 3, 2026 · retrieved August 18, 2026