Skip to content
InvestorTrust Hub

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

192 sourced firms · query 53 ms

  • Reported as registered

    PARAGON WEALTH MANAGEMENT

    CRD 105962 · SEC 801-45326

    PROVO, UT

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

  • Exempt Reporting Adviser

    PELION VENTURE PARTNERS

    CRD 162762 · SEC 802-75699

    SALT LAKE CITY, UT

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

  • Reported as registered

    PERIOPE, LC

    CRD 144256 · SEC 801-130296

    ST. GEORGE, UT

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

  • Reported as registered

    PETERSON PARTNERS

    CRD 159450 · SEC 801-74139

    SALT LAKE CITY, UT

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

  • Reported as registered

    PETERSON WEALTH SERVICES INC.

    CRD 288620 · SEC 801-119303

    SOUTH OGDEN, UT

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

  • Reported as registered

    PHYSICIAN WEALTH ADVISORS, INC.

    CRD 106043 · SEC 801-63664

    SALT LAKE CITY, UT

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

  • Reported as registered

    PLATFORM WEALTH ADVISORS

    CRD 329313 · SEC 801-129811

    HOLLADAY, UT

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

  • Reported as registered

    PORTSIDE WEALTH GROUP, LLC

    CRD 325175 · SEC 801-127529

    PROVO, UT

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

  • Reported as registered

    PRESIDIO WEALTH MANAGEMENT

    CRD 333404 · SEC 801-131464

    MIDVALE, UT

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

  • Reported as registered

    PRESTIGE WEALTHWIDE, LLC

    CRD 321789 · SEC 801-125937

    LEHI, UT

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

  • Reported as registered

    REFINED WEALTH MANAGEMENT

    CRD 169563 · SEC 801-120529

    SALT LAKE CITY, UT

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

  • Exempt Reporting Adviser

    RETV MANAGEMENT, LLC

    CRD 292895 · SEC 802-113061

    PARK CITY, UT

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

  • Exempt Reporting Adviser

    RUN VENTURES

    CRD 159746 · SEC 802-74850

    SALT LAKE CITY, UT

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