Reported as registered
M3F, INC.
CRD 151191 · SEC 801-70649
SALT LAKE CITY, UT
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
192 sourced firms · query 79 ms
Exempt Reporting Adviser
MADDIX CAPITAL LLC
CRD 324648 · SEC 802-128178
MURRAY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MEDICUS WEALTH PLANNING, INC.
CRD 282904 · SEC 801-130385
DRAPER, UT
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MERCATO MANAGEMENT LEGACY, LLC
CRD 335389 · SEC 802-132666
SALT LAKE CITY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MERCATO PARTNERS
CRD 163142 · SEC 802-129324
SALT LAKE CITY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MERCATO SAVORY MANAGEMENT, LLC
CRD 336251 · SEC 802-133009
LEHI, UT
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MERCATUS PARTNERS, LLC
CRD 318368 · SEC 802-123601
PARK CITY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MY PROSPER TEAM
CRD 311144 · SEC 801-119753
LEHI, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NARUS FINANCIAL PARTNERS, LLC
CRD 173534 · SEC 801-80500
SALT LAKE CITY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NAVIGATE FINANCIAL LLC
CRD 325945 · SEC 801-128078
SALT LAKE CITY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NAVIGATE PRIVATE WEALTH, LLC
CRD 170774 · SEC 801-79648
DRAPER, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NET WORTH ADVISORY GROUP, LLC
CRD 126983 · SEC 801-65548
SANDY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NEW MILLENNIUM GROUP
CRD 299249 · SEC 801-120516
SANDY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NORTH CAPITAL
CRD 148802 · SEC 801-110598
SALT LAKE CITY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OAK LANE ADVISORS
CRD 140612 · SEC 801-116880
CENTERVILLE, UT
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
OAKHOUSE PARTNERS, LLC
CRD 290187 · SEC 802-112185
PARK CITY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC
CRD 165355 · SEC 801-80940
SALT LAKE CITY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OLYMPUS PEAKS FINANCIAL, LLC
CRD 283040 · SEC 801-134885
SANDY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OXFORD WEALTH MANAGEMENT
CRD 332725 · SEC 801-131225
LINDON, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PALISADE WEALTH MANAGEMENT
CRD 147725 · SEC 801-131649
DRAPER, UT
Source release August 3, 2026 · retrieved August 18, 2026