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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

263 sourced firms · query 89 ms

  • Reported as registered

    PKS INVESTMENT ADVISORS LLC

    CRD 110147 · SEC 801-96235

    SALISBURY, MD

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

  • Reported as registered

    PLANVEST FINANCIAL, INC.

    CRD 290306 · SEC 801-131058

    GAITHERSBURG, MD

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

  • Reported as registered

    PNC CAPITAL ADVISORS LLC

    CRD 151829 · SEC 801-70684

    BALTIMORE, MD

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

  • Reported as registered

    POINTER FINANCIAL ADVISORS LLC

    CRD 326745 · SEC 801-128061

    COLUMBIA, MD

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

  • Reported as registered

    POTOMAC

    CRD 105413 · SEC 801-31311

    BETHESDA, MD

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

  • Reported as registered

    PROFIT INVESTMENTS

    CRD 110294 · SEC 801-52528

    NORTH BETHESDA, MD

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

  • Reported as registered

    PROFUND ADVISORS LLC

    CRD 109585 · SEC 801-54760

    BETHESDA, MD

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

  • Reported as registered

    PROMETHIUM

    CRD 329565 · SEC 801-129368

    BETHESDA, MD

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

  • Reported as registered

    PROSHARE ADVISORS LLC

    CRD 134155 · SEC 801-64181

    BETHESDA, MD

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

  • Exempt Reporting Adviser

    PROTEUS CAPITAL SOLUTIONS

    CRD 309274 · SEC 802-118854

    POTOMAC, MD

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

  • Exempt Reporting Adviser

    PTX CAPITAL LLC

    CRD 333139 · SEC 802-131481

    BALTIMORE, MD

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

  • Reported as registered

    QP CONSULTING

    CRD 129601 · SEC 801-78910

    TAKOMA PARK, MD

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

  • Reported as registered

    QUANTUM FINANCIAL ADVISORS INC

    CRD 113563 · SEC 801-125887

    ROCKVILLE, MD

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

  • Reported as registered

    RCS FINANCIAL PLANNING, LLC

    CRD 291678 · SEC 801-112282

    ANNAPOLIS, MD

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

  • Reported as registered

    REALTERM

    CRD 322689 · SEC 801-128609

    ANNAPOLIS, MD

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