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

91 sourced firms · query 51 ms

Reported as registered
10ELMS LLP
CRD 323398 · SEC 801-131155
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ACCESS FINANCIAL RESOURCES INC.
CRD 109495 · SEC 801-58103
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
ACHIEVE CAPITAL
CRD 339075 · SEC 802-137102
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ACORN CAPITAL MANAGEMENT
CRD 164499 · SEC 801-110106
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ADAPTATION FINANCIAL ADVISORS INC.
CRD 309192 · SEC 801-118982
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALLEGIANT WEALTH ADVISORS, LLC
CRD 330239 · SEC 801-130800
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ARCHAMBO FINANCIAL ADVISORS, INC.
CRD 129927 · SEC 801-120463
BARTLESVILLE, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ARGONAUT PRIVATE CAPITAL, LP
CRD 283878 · SEC 801-107803
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ASSET MANAGEMENT ADVISORS, LLC
CRD 111309 · SEC 801-56554
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BISON CAPITAL ADVISORS, LLC
CRD 306471 · SEC 801-118651
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BISON CAPITAL GROUP, LLC
CRD 315170 · SEC 801-122750
EDMOND, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOK FINANCIAL ADVISORS
CRD 17530 · SEC 801-53600
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BRIDGECREEK FINANCIAL GROUP
CRD 340683 · SEC 801-136191
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BURKHOLDER WEALTH MANAGEMENT
CRD 305300 · SEC 801-128555
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CADENT CAPITAL ADVISORS, LLC
CRD 169704 · SEC 801-78860
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPITAL ADVISORS, INC.
CRD 104643 · SEC 801-14050
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPTION MANAGEMENT, LLC
CRD 173841 · SEC 801-110893
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CASTLEPOINT WEALTH ADVISORS
CRD 205512 · SEC 801-96254
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
CRD 110774 · SEC 801-60138
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CE INVESTMENT MANAGEMENT, LLC
CRD 299786 · SEC 801-116817
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026