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

339 sourced firms · query 69 ms

Reported as registered
MORRIS & WELLS WEALTH MANAGEMENT
CRD 162411 · SEC 801-74976
CHARLOTTESVILLE, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MOTLEY FOOL ASSET MANAGEMENT
CRD 149688 · SEC 801-69975
ALEXANDRIA, VA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MOTLEY FOOL VENTURES
CRD 298748 · SEC 802-114145
ALEXANDRIA, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MOTLEY FOOL WEALTH MANAGEMENT, LLC
CRD 165689 · SEC 801-77616
ALEXANDRIA, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MWA INVESTMENTS, LLC
CRD 156685 · SEC 801-135701
WHITE STONE, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NASDAQ DORSEY WRIGHT
CRD 104925 · SEC 801-29045
RICHMOND, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NAVIMED CAPITAL ADVISORS, LLC
CRD 169508 · SEC 801-119184
ROSSLYN, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NAVY FEDERAL INVESTMENT SERVICES, LLC
CRD 138459 · SEC 801-68067
VIENNA, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NORTHWEST FINANCIAL ADVISORS LLC
CRD 166769 · SEC 801-77994
HERNDON, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NORTON CAPITAL MANAGEMENT, INC.
CRD 110398 · SEC 801-111866
HENRICO, VA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
NRV
CRD 289569 · SEC 802-111819
RICHMOND, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OCTAGON FINANCE LLC
CRD 289850 · SEC 801-112264
CHARLOTTESVILLE, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OCTOBER EFFECT LTD.
CRD 281369 · SEC 801-132795
VIRGINIA BEACH, VA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
OKEANOS VENTURE MANAGEMENT LLC
CRD 327935 · SEC 802-132599
GREAT FALLS, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OLIO FINANCIAL PLANNING
CRD 282355 · SEC 801-111849
MCLEAN, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OMEGA WEALTH MANAGEMENT LLC
CRD 132580 · SEC 801-112348
ARLINGTON, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OPULEN FINANCIAL GROUP, LLC
CRD 173963 · SEC 801-126034
ARLINGTON, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OXFORD CAPITAL MANAGEMENT
CRD 118359 · SEC 801-131210
RICHM0ND, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OXFORD FINANCE ADVISORS, LLC
CRD 304433 · SEC 801-126145
ALEXANDRIA, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PACTOLUS
CRD 155195 · SEC 801-71915
VIENNA, VA
Source release August 3, 2026 · retrieved August 18, 2026