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

139 sourced firms · query 50 ms

Reported as registered
503 CAPITAL PARTNERS, LLC
CRD 327580 · SEC 801-130277
LEAWOOD, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
9 STREAM CAPITAL PARTNERS LLC
CRD 340394 · SEC 801-135468
LEAWOOD, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ACCESS CAPITAL, LLC
CRD 327013 · SEC 801-135833
WICHITA, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ADAMSBROWN WEALTH CONSULTANTS LLC
CRD 308410 · SEC 801-118670
WICHITA, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
AE WEALTH MANAGEMENT, LLC
CRD 282580 · SEC 801-107319
TOPEKA, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
AGH WEALTH ADVISORS, LLC
CRD 146796 · SEC 801-69091
WICHITA, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALLOS INVESTMENT ADVISORS, LLC
CRD 155541 · SEC 801-72028
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ASPYRE WEALTH PARTNERS
CRD 107212 · SEC 801-57971
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BALANCED FINANCIAL PLANNING, INC.
CRD 128161 · SEC 801-121980
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BCWM
CRD 144748 · SEC 801-68214
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BERKELEY CAPITAL MANAGEMENT, LLC
CRD 149229 · SEC 801-132716
ELLSWORTH, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BEYOND WEALTH
CRD 162231 · SEC 801-135840
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BOWOOD CAPITAL ADVISORS
CRD 325364 · SEC 802-127482
MISSION WOODS, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CABIN ADVISORS, LLC
CRD 312547 · SEC 801-132884
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CALIBER WEALTH MANAGEMENT, LLC
CRD 331165 · SEC 801-130677
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CANVAS WEALTH ADVISORS, LLC
CRD 306343 · SEC 801-117767
SHAWNEE, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CARLSON FINANCIAL
CRD 295907 · SEC 801-113595
TOPEKA, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CCM NEW OPPORTUNITIES, LLC
CRD 301887 · SEC 801-115271
MERRIAM, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CENTERPOINT ADVISORY GROUP, LLC
CRD 324181 · SEC 801-127085
OVERLAND PARK, KS
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CENTRALIS CAPITAL LLC
CRD 305897 · SEC 801-135094
PRAIRIE VILLAGE, KS
Source release August 3, 2026 · retrieved August 18, 2026