Exempt Reporting Adviser
2.0 VENTURES ADVISER LLC
CRD 337324 · SEC 802-134377
LEHI, UT
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
192 sourced firms · query 49 ms
Reported as registered
ABG CONSULTANTS
CRD 131129 · SEC 801-69619
COTTONWOOD HEIGHTS, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ACCUVEST GLOBAL ADVISORS, INC.
CRD 134096 · SEC 801-68887
PROVO, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ADAMS WEALTH ADVISORS
CRD 286087 · SEC 801-110862
LOGAN, UT
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
AFA FUND MANAGEMENT, LLC
CRD 342328 · SEC 802-136397
OREM, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
AG FINANCIAL
CRD 140226 · SEC 801-66579
SALT LAKE CITY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALBION FINANCIAL GROUP
CRD 105957 · SEC 801-18270
SALT LAKE CITY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
ALBUM VENTURES, LLC
CRD 304983 · SEC 802-117541
LEHI, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALLIANCE WEALTH ADVISORS, LLC
CRD 314668 · SEC 801-121605
CENTERVILLE, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALPHA WEALTH FUNDS, LLC
CRD 150231 · SEC 801-132551
PARK CITY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALTA CAPITAL MANAGEMENT LLC
CRD 106786 · SEC 801-50778
SALT LAKE CITY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
ALTA VENTURES MEXICO MANAGEMENT (GP), L.P.
CRD 163867 · SEC 802-76556
SOUTH JORDAN, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ANDINA ADVISORS
CRD 151762 · SEC 801-80633
LOGAN, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ASCEND INVESTMENT PARTNERS
CRD 307667 · SEC 801-118514
OGDEN, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ASHWORTH WEALTH, LLC
CRD 116950 · SEC 801-111875
SOUTH JORDAN, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ASILIA CREDIT INVESTMENTS
CRD 334981 · SEC 801-132743
SALT LAKE CITY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ATHOS PRIVATE WEALTH LLC
CRD 309862 · SEC 801-127736
HOLLADAY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
AURELIUS VENTURES
CRD 329034 · SEC 802-129280
SALT LAKE CITY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
B.O.S.S. RETIREMENT ADVISORS, LLC
CRD 171143 · SEC 801-117974
LEHI, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BANNER CAPITAL MANAGEMENT, LLC
CRD 326949 · SEC 801-130725
LEHI, UT
Source release August 3, 2026 · retrieved August 18, 2026