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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 62 ms

  • Reported as registered

    RED OAK FINANCIAL GROUP

    CRD 166912 · SEC 801-80860

    TOWSON, MD

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

  • Reported as registered

    RESEARCH FINANCIAL STRATEGIES

    CRD 153247 · SEC 801-71400

    ROCKVILLE, MD

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

  • Reported as registered

    RETIREMENT MANAGEMENT SYSTEMS

    CRD 150351 · SEC 801-70978

    LEONARDTOWN, MD

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

  • Reported as registered

    RLJ EQUITY PARTNERS, LLC

    CRD 162006 · SEC 801-74617

    BETHESDA, MD

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

  • Reported as registered

    RMG ADVISORS

    CRD 122366 · SEC 801-132202

    ROCKVILLE, MD

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

  • Reported as registered

    ROCK SPRINGS CAPITAL

    CRD 168648 · SEC 801-78511

    BALTIMORE, MD

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

  • Reported as registered

    ROTUNDA CAPITAL PARTNERS, LLC

    CRD 290282 · SEC 801-117031

    BETHESDA, MD

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

  • Reported as registered

    SARGENT INVESTMENT GROUP

    CRD 297499 · SEC 801-113542

    BETHESDA, MD

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

  • Reported as registered

    SC&H WEALTH

    CRD 120666 · SEC 801-69985

    HUNT VALLEY, MD

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

  • Reported as registered

    SCARBOROUGH CAPITAL MANAGEMENT

    CRD 169517 · SEC 801-79006

    ANNAPOLIS, MD

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

  • Reported as registered

    SCHAEFFER FINANCIAL LLC

    CRD 133697 · SEC 801-63790

    ROCKVILLE, MD

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

  • Exempt Reporting Adviser

    SCREENDOOR MANAGEMENT LLC

    CRD 330118 · SEC 802-131518

    TOWSON, MD

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

  • Reported as registered

    SERA CAPITAL MANAGEMENT, LLC

    CRD 120896 · SEC 801-135960

    ANNAPOLIS, MD

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

  • Reported as registered

    SFG WEALTH MANAGEMENT

    CRD 285785 · SEC 801-108748

    TOWSON, MD

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

  • Reported as registered

    SHAKER FINANCIAL SERVICES

    CRD 121534 · SEC 801-62679

    ANNAPOLIS, MD

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

  • Reported as registered

    SHERMAN WEALTH MANAGEMENT LLC

    CRD 281093 · SEC 801-131124

    GAITHERSBURG, MD

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

  • Exempt Reporting Adviser

    SINGH CAPITAL PARTNERS

    CRD 329088 · SEC 802-130846

    BETHESDA, MD

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