Reported as registered
MWM WEALTH ADVISORY, LLC
CRD 287705 · SEC 801-132301
PLYMOUTH, MN
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
293 sourced firms · query 57 ms
Reported as registered
NAVISTA WEALTH MANAGEMENT, INC.
CRD 332373 · SEC 801-131013
MINNETONKA, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NAVPOINT FINANCIAL, INC.
CRD 109432 · SEC 801-55229
PRIOR LAKE, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NEPSIS, INC.
CRD 141203 · SEC 801-67023
MINNEAPOLIS, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NEXT CENTURY GROWTH INVESTORS LLC
CRD 108978 · SEC 801-56049
PLYMOUTH, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NICOLLET INVESTMENT MANAGEMENT, INC.
CRD 109401 · SEC 801-57282
MINNEAPOLIS, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NORTH AMERICAN WEALTH ADVISORS INC.
CRD 297057 · SEC 801-113619
JORDAN, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NORTH SKY CAPITAL, LLC
CRD 133959 · SEC 801-63853
WAYZATA, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NORTHCREST ASSET MANAGEMENT
CRD 300366 · SEC 801-121227
PLYMOUTH, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NORTHERN LAKES CAPITAL, L.P.
CRD 315975 · SEC 801-122103
MINNEAPOLIS, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NORTHERN PACIFIC GROUP, L.P.
CRD 299012 · SEC 801-117045
MINNEAPOLIS, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC
CRD 173350 · SEC 801-117047
MINNEAPOLIS, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NORTHLAND ASSET MANAGEMENT
CRD 40258 · SEC 801-96329
MINNEAPOLIS, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NORTHLAND CAPITAL MANAGEMENT
CRD 146452 · SEC 801-118425
VIRGINIA, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NORTHROCK PARTNERS, LLC
CRD 167908 · SEC 801-78194
MINNEAPOLIS, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NORTHSTAR CAPITAL
CRD 158003 · SEC 801-73552
MINNEAPOLIS, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NORWEST CAPITAL ADVISORS, LLC
CRD 323642 · SEC 801-128598
MINNEAPOLIS, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
O'BRIEN-STALEY PARTNERS
CRD 169245 · SEC 801-79268
EDINA, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OAKWOOD CAPITAL, INC.
CRD 112399 · SEC 801-120259
ST. LOUIS PARK, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OKABENA INVESTMENT SERVICES INC
CRD 111162 · SEC 801-47929
MINNEAPOLIS, MN
Source release August 3, 2026 · retrieved August 18, 2026