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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

306 sourced firms · query 66 ms

  • Reported as registered

    PARCION PRIVATE WEALTH LLC

    CRD 305115 · SEC 801-117477

    BELLEVUE, WA

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

  • Reported as registered

    PARKER FINANCIAL LLC

    CRD 144293 · SEC 801-121333

    SILVERDALE, WA

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

  • Reported as registered

    PIKE STREET CAPITAL

    CRD 300264 · SEC 801-120557

    SEATTLE, WA

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

  • Reported as registered

    PORTFOLIO STRATEGIES INC

    CRD 104685 · SEC 801-18475

    TACOMA, WA

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

  • Reported as registered

    PREVAIL WEALTH MANAGEMENT

    CRD 164532 · SEC 801-122532

    KIRKLAND, WA

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

  • Reported as registered

    PRIVATE ADVISORY

    CRD 170043 · SEC 801-79100

    REDMOND, WA

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

  • Reported as registered

    PRIVATE ASSET MANAGEMENT INC

    CRD 108815 · SEC 801-52507

    KIRKLAND, WA

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

  • Reported as registered

    PUGH CAPITAL MANAGEMENT, INC.

    CRD 111765 · SEC 801-39138

    SEATTLE, WA

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

  • Reported as registered

    QUANTCA FINANCIAL

    CRD 329324 · SEC 801-131036

    EDMONDS, WA

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

  • Reported as registered

    RAINIER CAPITAL PARTNERS LP

    CRD 315967 · SEC 801-128026

    SEATTLE, WA

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

  • Reported as registered

    RAINIER FAMILY WEALTH, INC.

    CRD 332062 · SEC 801-130876

    TACOMA, WA

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