Skip to content
InvestorTrust Hub

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

71 sourced firms · query 50 ms

  • Reported as registered

    AGMAN CAPITAL

    CRD 334799 · SEC 801-132221

    OMAHA, NE

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

  • Reported as registered

    ALLEN CAPITAL GROUP, LLC

    CRD 135879 · SEC 801-64514

    GRAND ISLAND, NE

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

  • Reported as registered

    ARNOLD WEITZ & CO

    CRD 108026 · SEC 801-69800

    ELKHORN, NE

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

  • Reported as registered

    AVIOR WEALTH MANAGEMENT, LLC

    CRD 148674 · SEC 801-69773

    OMAHA, NE

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

  • Reported as registered

    BAZIS PRIVATE WEALTH, LLC

    CRD 148605 · SEC 801-107200

    OMAHA, NE

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

  • Reported as registered

    BELLWETHER WEALTH

    CRD 300012 · SEC 801-114600

    LINCOLN, NE

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

  • Reported as registered

    BLUE CAPITAL

    CRD 304083 · SEC 801-121357

    OMAHA, NE

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

  • Exempt Reporting Adviser

    BOSTON OMAHA ASSET MANAGEMENT

    CRD 324144 · SEC 802-131971

    OMAHA, NE

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

  • Reported as registered

    CAMBRIDGE ADVISORS INC

    CRD 104851 · SEC 801-36028

    OMAHA, NE

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

  • Reported as registered

    CARSON GROUP INVESTING

    CRD 291744 · SEC 801-113561

    OMAHA, NE

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

  • Reported as registered

    CWM, LLC

    CRD 155344 · SEC 801-72037

    OMAHA, NE

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