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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

293 sourced firms · query 90 ms

  • Reported as registered

    INTELLIGENT ALPHA LLC

    CRD 332518 · SEC 801-130980

    MINNEAPOLIS, MN

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

  • Reported as registered

    ISC FINANCIAL ADVISORS

    CRD 157626 · SEC 801-72585

    ALBERT LEA, MN

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

  • Reported as registered

    IWEALTH

    CRD 329980 · SEC 801-129824

    WASECA, MN

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

  • Reported as registered

    JNBA FINANCIAL ADVISORS, LLC

    CRD 106550 · SEC 801-21522

    BLOOMINGTON, MN

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

  • Reported as registered

    KNOX AVENUE FINANCIAL CORP.

    CRD 289094 · SEC 801-132796

    ST. PAUL, MN

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

  • Reported as registered

    KOOB WEALTH MANAGEMENT, LLC

    CRD 154830 · SEC 801-130516

    WHITE BEAR TOWNSHIP, MN

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

  • Reported as registered

    KOWALSKI FINANCIAL INC.

    CRD 300424 · SEC 801-119629

    MINNEAPOLIS, MN

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

  • Reported as registered

    KURE ADVISORY, LLC

    CRD 311320 · SEC 801-120058

    PLYMOUTH, MN

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

  • Reported as registered

    LAUREL WEALTH PLANNING

    CRD 122035 · SEC 801-79116

    EDINA, MN

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

  • Reported as registered

    LEGACIES WEALTH LLC

    CRD 143138 · SEC 801-99370

    MINNETONKA, MN

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

  • Reported as registered

    LEGACY WEALTH

    CRD 306732 · SEC 801-118042

    WOODBURY, MN

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

  • Reported as registered

    LFA

    CRD 114674 · SEC 801-63115

    ST. CLOUD, MN

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

  • Reported as registered

    LIFELONG WEALTH ADVISORS, INC.

    CRD 331847 · SEC 801-130930

    ARDEN HILLS, MN

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