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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

293 sourced firms · query 63 ms

  • Exempt Reporting Adviser

    ONWARD INVESTORS

    CRD 335825 · SEC 802-132872

    MINNETONKA, MN

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

  • Reported as registered

    PACK PRIVATE WEALTH, LLC

    CRD 310523 · SEC 801-119617

    WAYZATA, MN

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

  • Reported as registered

    PALADIN CAPITAL

    CRD 288037 · SEC 801-128690

    ARDEN HILLS, MN

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

  • Reported as registered

    PALADIN FINANCIAL

    CRD 288387 · SEC 801-128300

    ARDEN HILLS, MN

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

  • Reported as registered

    PALISADE ASSET MANAGEMENT, LLC

    CRD 136089 · SEC 801-64471

    MINNEAPOLIS, MN

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

  • Reported as registered

    PETROS FAMILY WEALTH, LLC

    CRD 324059 · SEC 801-126983

    BLOOMINGTON, MN

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

  • Reported as registered

    PHILLIP JAMES FINANCIAL CO.

    CRD 168228 · SEC 801-120327

    PLYMOUTH, MN

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

  • Reported as registered

    PINE GROVE FINANCIAL GROUP

    CRD 308193 · SEC 801-118868

    WOODBURY, MN

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

  • Reported as registered

    PIPER SANDLER & CO.

    CRD 665 · SEC 801-108049

    MINNEAPOLIS, MN

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

  • Reported as registered

    PITZL FINANCIAL

    CRD 171441 · SEC 801-113328

    ARDEN HILLS, MN

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