Reported as registered
LEGACY WEALTH ADVISORS, LLC
CRD 281810 · SEC 801-132330
CLINTON TOWNSHIP, MI
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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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
327 sourced firms · query 63 ms
Reported as registered
LFN ADVISORS INC.
CRD 169361 · SEC 801-114705
MUSKEGON, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LIBERTY CAPITAL MANAGEMENT INC
CRD 106063 · SEC 801-42852
BIRMINGHAM, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LIFECYCLE FINANCIAL PLANNERS INC.
CRD 290250 · SEC 801-112138
BLOOMFIELD HILLS, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LIFEWORKS ADVISORS, LLC
CRD 288255 · SEC 801-119648
GRAND RAPIDS, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LIGHTSQUARE WEALTH MANAGEMENT, LLC
CRD 324958 · SEC 801-128092
BINGHAM FARMS, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LONG ROAD INVESTMENT COUNSEL, LLC
CRD 171343 · SEC 801-79721
KALAMAZOO, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LSIA
CRD 146829 · SEC 801-69340
BLOOMFIELD HILLS, MI
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
LUDLOW MANAGEMENT GROUP, LLC
CRD 283433 · SEC 802-129387
OAK PARK, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LVM CAPITAL MANAGEMENT LTD
CRD 111039 · SEC 801-32681
PORTAGE, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LVZ, INC.
CRD 124228 · SEC 801-66772
HOLLAND, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
M1 CAPITAL MANAGEMENT LLC
CRD 158269 · SEC 801-72578
TROY, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MAINSTAY CAPITAL MANAGEMENT, LLC
CRD 109528 · SEC 801-58099
GRAND BLANC, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MANAGED ASSET PORTFOLIOS, LLC
CRD 109574 · SEC 801-58125
ROCHESTER, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MANER WEALTH
CRD 308146 · SEC 801-129866
LANSING, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MARKETOCRACY MASTERS CAPITAL MANAGEMENT LLC
CRD 314667 · SEC 801-121705
NORTHVILLE, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MARNELL MANAGEMENT LLC
CRD 284918 · SEC 801-136854
FARMINGTON HILLS, MI
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MARRAM VENTURES
CRD 343496 · SEC 802-137028
SAUGATUCK, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MATTSON FINANCIAL SERVICES, LLC
CRD 153067 · SEC 801-120063
KENTWOOD, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MBX INVESTORS LLC
CRD 339299 · SEC 801-134966
FARMINGTON HILLS, MI
Source release August 3, 2026 · retrieved August 18, 2026