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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

339 sourced firms · query 63 ms

  • Reported as registered

    PARAGON FINANCIAL SERVICES

    CRD 164832 · SEC 801-117764

    RICHMOND, VA

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

  • Reported as registered

    PBMARES WEALTH MANAGEMENT LLC

    CRD 116218 · SEC 801-62425

    WILLIAMSBURG, VA

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

  • Reported as registered

    PEAKVALLEY WEALTH, LLC

    CRD 165542 · SEC 801-132121

    ROANOKE, VA

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

  • Reported as registered

    PEGASUS FINANCIAL GROUP LLC

    CRD 145127 · SEC 801-135939

    CHANTILLY, VA

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

  • Reported as registered

    PETTYJOHN, WOOD & WHITE, INC.

    CRD 106403 · SEC 801-13803

    LYNCHBURG, VA

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

  • Reported as registered

    PIEDMONT WEALTH ADVISORY

    CRD 333693 · SEC 801-131508

    RESTON, VA

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

  • Reported as registered

    PIEDMONT WEALTH MANAGEMENT

    CRD 340285 · SEC 801-135403

    ALEXANDRIA, VA

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

  • Reported as registered

    PLUSTICK MANAGEMENT LLC

    CRD 173707 · SEC 801-114385

    CHARLOTTESVILLE, VA

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

  • Reported as registered

    POINTOAK RETIREMENT ADVISORS

    CRD 314866 · SEC 801-122008

    MCLEAN, VA

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

  • Reported as registered

    PORTFOLIO ADVISORY GROUP, INC.

    CRD 116011 · SEC 801-135985

    ALEXANDRIA, VA

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

  • Reported as registered

    PRESTON WEALTH ADVISORS, LLC.

    CRD 165983 · SEC 801-81195

    RESTON, VA

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

  • Exempt Reporting Adviser

    PROOF

    CRD 285482 · SEC 802-108604

    ARLINGTON, VA

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

  • Exempt Reporting Adviser

    QED INVESTORS, LLC

    CRD 284908 · SEC 802-122363

    ALEXANDRIA, VA

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

  • Reported as registered

    QUAD-C MANAGEMENT, INC.

    CRD 161395 · SEC 801-73741

    CHARLOTTESVILLE, VA

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

  • Reported as registered

    QUINN OPPORTUNITY PARTNERS

    CRD 167470 · SEC 801-80967

    CHARLOTTESVILLE, VA

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