Reported as registered
AMERICAN CAPITAL ADVISORY, LLC
CRD 141944 · SEC 801-112853
KETCHUM, ID
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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- 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
56 sourced firms · query 164 ms
Reported as registered
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
CRD 135288 · SEC 801-69138
EAGLE, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ANCORATO
CRD 322695 · SEC 801-126757
BOISE, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ARCADIA INVESTMENT ADVISORS, LLC
CRD 109590 · SEC 801-56607
EAGLE, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ARRIEN INVESTMENTS, INC.
CRD 321819 · SEC 801-125988
BOISE, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ASPEN CAPITAL MANAGEMENT, LLC
CRD 119050 · SEC 801-63437
BOISE, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BERKELEY, INC
CRD 117667 · SEC 801-62959
BOISE, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BR WEALTH MANAGEMENT
CRD 307546 · SEC 801-118952
BOISE, ID
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CAPITAL ELEVEN MANAGEMENT
CRD 334154 · SEC 802-132914
MERIDIAN, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CLEARWATER ADVISORS, LLC
CRD 116865 · SEC 801-60686
BOISE, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CONTINUUM ADVISORY, LLC
CRD 283155 · SEC 801-107439
EAGLE, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DARWIN VENTURES, LLC
CRD 157665 · SEC 801-73144
SANDPOINT, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DB FITZPATRICK
CRD 105671 · SEC 801-22733
BOISE, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DESERT ROSE CAPITAL MANAGEMENT, INC.
CRD 154331 · SEC 801-124883
MERIDIAN, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DOCEO WEALTH, LLC
CRD 310415 · SEC 801-119586
MERIDIAN, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ECHELON GROUP
CRD 333195 · SEC 801-131247
BOISE, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ELITE FINANCIAL, INC.
CRD 286667 · SEC 801-119574
LEWISTON, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ENDURING WEALTH MANAGEMENT, LLC
CRD 337527 · SEC 801-134021
MERIDIAN, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FIGURE 8 INVESTMENT STRATEGIES LLC
CRD 282973 · SEC 801-120489
BOISE, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FIVE PINE WEALTH
CRD 317657 · SEC 801-129131
COEUR D'ALENE, ID
Source release August 3, 2026 · retrieved August 18, 2026