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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

192 sourced firms · query 58 ms

  • Reported as registered

    SANDLOT PARTNERS, LLC

    CRD 311409 · SEC 801-123545

    OREM, UT

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

  • Reported as registered

    SANDLOT PRIVATE WEALTH LLC

    CRD 335925 · SEC 801-134313

    OREM, UT

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

  • Exempt Reporting Adviser

    SAVORY CAPITAL LLC

    CRD 334473 · SEC 802-133010

    LEHI, UT

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

  • Reported as registered

    SEPIO CAPITAL, LP

    CRD 285645 · SEC 801-108889

    SALT LAKE CITY, UT

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

  • Reported as registered

    SEVEN CANYONS ADVISORS, LLC

    CRD 290334 · SEC 801-112404

    SALT LAKE CITY, UT

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

  • Reported as registered

    SG TRADING SOLUTIONS, LLC

    CRD 322928 · SEC 801-126459

    BOUNTIFUL, UT

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

  • Reported as registered

    SLAYTON LEWIS INC

    CRD 114596 · SEC 801-109937

    SALT LAKE CITY, UT

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

  • Reported as registered

    SMEDLEY FINANCIAL SERVICES INC

    CRD 110870 · SEC 801-17207

    SALT LAKE CITY, UT

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

  • Reported as registered

    SOLIDARITY WEALTH, LLC

    CRD 315843 · SEC 801-122536

    LEHI, UT

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

  • Reported as registered

    SORENSON IMPACT ADVISORY

    CRD 324124 · SEC 801-127087

    SALT LAKE CITY, UT

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

  • Reported as registered

    SOULENCE WEALTH MANAGEMENT

    CRD 340580 · SEC 801-135451

    PLEASANT GROVE, UT

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

  • Reported as registered

    SQUIRE WEALTH ADVISORS

    CRD 117750 · SEC 801-78495

    OREM, UT

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

  • Reported as registered

    STATERA WEALTH MANAGEMENT

    CRD 333710 · SEC 801-131955

    ST. GEORGE, UT

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

  • Exempt Reporting Adviser

    STIRLING HEIGHTS

    CRD 332724 · SEC 802-131050

    SOUTH JORDAN, UT

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

  • Reported as registered

    STONEBRIAR WEALTH, LLC

    CRD 327618 · SEC 801-133922

    LEHI, UT

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

  • Reported as registered

    STRATEGIC PLANNING GROUP

    CRD 113844 · SEC 801-112440

    BOUNTIFUL, UT

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

  • Reported as registered

    SUMMIT GLOBAL INVESTMENTS, LLC

    CRD 157091 · SEC 801-76631

    BOUNTIFUL, UT

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

  • Reported as registered

    SUNDANCE BAY

    CRD 301868 · SEC 801-118520

    SALT LAKE CITY, UT

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