Reported as registered
STEPP & ROTHWELL INC
CRD 107999 · SEC 801-55489
OVERLAND PARK, KS
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
139 sourced firms · query 53 ms
Reported as registered
STORYONE FAMILY OFFICE
CRD 331394 · SEC 801-130451
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SUNESIS ADVISORS, LLC
CRD 159114 · SEC 801-72788
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TFB ADVISORS, LLC
CRD 321870 · SEC 801-126142
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THE PERSPECTIVE GROUP
CRD 175294 · SEC 801-119555
LAWRENCE, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TORTOISE CAPITAL ADVISORS, L.L.C.
CRD 123711 · SEC 801-61622
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRIAD WEALTH PARTNERS, LLC
CRD 326523 · SEC 801-128150
LAWRENCE, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRIUNE FINANCIAL PARTNERS, LLC
CRD 152277 · SEC 801-70960
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TWO WEST CAPITAL ADVISORS LLC
CRD 154543 · SEC 801-76551
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TYR CAPITAL ADVISORS, LLC
CRD 326208 · SEC 801-128032
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
CRD 157755 · SEC 801-80159
SALINA, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VETA INVESTMENT PARTNERS, LLC
CRD 309023 · SEC 801-119046
LAWRENCE, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VIAWEALTH, LLC
CRD 309043 · SEC 801-118904
LEAWOOD, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WATERFRONT WEALTH INC.
CRD 173220 · SEC 801-110161
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTH ALLIANCE ADVISORY GROUP, LLC
CRD 290329 · SEC 801-112023
WICHITA, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WESTWARD INVESTMENT ADVISORY
CRD 281742 · SEC 801-118800
MISSION, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WHETSTONE CAPITAL ADVISORS
CRD 155414 · SEC 801-79507
MISSION WOODS, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WINDWARD PRIVATE WEALTH MANAGEMENT INC.
CRD 113761 · SEC 801-79647
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
YUKON WEALTH MANAGEMENT, INC.
CRD 109413 · SEC 801-80908
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026