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

803 sourced firms · query 85 ms

Reported as registered
CORNERSTONE FINANCIAL MANAGEMENT LLC
CRD 140967 · SEC 801-130130
BURLINGTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COTTAGE STREET ADVISORS
CRD 173487 · SEC 801-80574
MARION, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COVALENT PARTNERS LLC
CRD 140494 · SEC 801-66656
CONCORD, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COVE HILL PARTNERS, L.P.
CRD 288684 · SEC 801-110748
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COX CAPITAL MANAGEMENT LLC
CRD 117593 · SEC 801-78915
ANDOVER, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRAWFORD FUND MANAGEMENT, LLC
CRD 158659 · SEC 801-125023
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CREACION VENTURES MANAGEMENT US LLC
CRD 313672 · SEC 802-121141
CAMBRIDGE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRESTWOOD ADVISORS
CRD 286243 · SEC 801-108983
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CURE VENTURES MANAGEMENT, LP
CRD 315287 · SEC 802-122147
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CURIE BIO
CRD 323682 · SEC 802-126921
CAMBRIDGE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CUTLER CAPITAL MANAGEMENT
CRD 107463 · SEC 801-57382
WORCESTER, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CUTTER FINANCIAL GROUP LLC
CRD 290016 · SEC 801-111822
FALMOUTH, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CVP MANAGEMENT, INC.
CRD 169433 · SEC 802-78893
CAMBRIDGE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CW ADVISORS, LLC
CRD 310873 · SEC 801-119667
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CYBERNETIX VENTURES
CRD 314690 · SEC 802-127669
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
D/B/A THE DAVIS COMPANIES OR DAVIS
CRD 161888 · SEC 801-74372
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DARDANELLES CAPITAL LP
CRD 323067 · SEC 801-134260
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DARROW WEALTH MANAGEMENT
CRD 105679 · SEC 801-34359
NEEDHAM, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
DATA POINT MANAGEMENT COMPANY, LLC
CRD 164853 · SEC 802-77080
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DATALIGN
CRD 317004 · SEC 801-122733
CAMBRIDGE, MA
Source release August 3, 2026 · retrieved August 18, 2026