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

217 sourced firms · query 59 ms

Reported as registered
MBM WEALTH CONSULTANTS, LLC
CRD 169091 · SEC 801-112994
CHESTERFIELD, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MCCARTNEY WEALTH MANAGEMENT LLC
CRD 154722 · SEC 801-114326
SAINT LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MERAMEC FINANCIAL PLANNERS, LLC
CRD 335112 · SEC 801-132213
CLAYTON, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MID-AMERICAN WEALTH ADVISORY GROUP
CRD 301621 · SEC 801-121111
KANSAS CITY, MO
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MILLSTONE CAPITAL ADVISORS, LLC
CRD 167266 · SEC 802-107648
SAINT LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MODERN DOLLAR PLANNING, LLC
CRD 174695 · SEC 801-128613
ST. LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MODERN WEALTH MANAGEMENT, LLC
CRD 324624 · SEC 801-127231
KANSAS CITY, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MOELIS ASSET CATALYST PARTNERS
CRD 327289 · SEC 801-134634
ST LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MOMENT PRIVATE WEALTH
CRD 313223 · SEC 801-129592
SAINT LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MONETA GROUP INVESTMENT ADVISORS, LLC
CRD 104727 · SEC 801-34723
ST. LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MONETARY MANAGEMENT GROUP INC
CRD 110284 · SEC 801-18512
ST LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MOSAIC WEALTH
CRD 317377 · SEC 801-122745
ST. LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NICHOLSON MEYER CAPITAL MANAGEMENT, INC.
CRD 105580 · SEC 801-113175
KANSAS CITY, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NINTH AVENUE CAPITAL, LP
CRD 337730 · SEC 801-134964
KANSAS CITY, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NISA INVESTMENT ADVISORS, LLC
CRD 107313 · SEC 801-45153
ST. LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NUANCE INVESTMENTS, LLC
CRD 148534 · SEC 801-69682
KANSAS CITY, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OLIVE STREET INVESTMENT ADVISERS, LLC
CRD 166710 · SEC 801-77754
ST. LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ORION INVESTMENT CO
CRD 110867 · SEC 801-32212
ST LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PANDI, LLC
CRD 330112 · SEC 801-131022
KANSAS CITY, MO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PARKWOODS WEALTH PARTNERS, LLC
CRD 331565 · SEC 801-130478
CLAYTON, MO
Source release August 3, 2026 · retrieved August 18, 2026