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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 60 ms

  • Reported as registered

    TRITONPOINT CAPITAL, LLC

    CRD 336417 · SEC 801-133756

    CHEVY CHASE, MD

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

  • Reported as registered

    TRITONPOINT PARTNERS, LLC

    CRD 333259 · SEC 801-131295

    CHEVY CHASE, MD

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

  • Reported as registered

    TRITONPOINT WEALTH, LLC

    CRD 328398 · SEC 801-128869

    CHEVY CHASE, MD

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

  • Reported as registered

    TRUFFLE HOUND CAPITAL, LLC

    CRD 137616 · SEC 801-73293

    BETHESDA, MD

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

  • Reported as registered

    TUFTON CAPITAL MANAGEMENT, LLC

    CRD 113543 · SEC 801-50228

    HUNT VALLEY, MD

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

  • Reported as registered

    TURNING POINT FINANCIAL

    CRD 301282 · SEC 801-116895

    FREDERICK, MD

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

  • Reported as registered

    VALUEWEALTH SERVICES, LLC

    CRD 304049 · SEC 801-116846

    ANNAPOLIS, MD

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

  • Exempt Reporting Adviser

    VEDA INVESTMENT GROUP, LLC

    CRD 305728 · SEC 802-131776

    CHEVY CHASE, MD

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

  • Reported as registered

    VERDENCE CAPITAL ADVISORS, LLC

    CRD 288512 · SEC 801-110722

    HUNT VALLEY, MD

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

  • Reported as registered

    VERIDIAN CAPITAL PARTNERS

    CRD 314290 · SEC 801-121334

    FREDERICK, MD

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

  • Reported as registered

    VSM WEALTH ADVISORY, LLC

    CRD 313717 · SEC 801-121412

    HUNT VALLEY, MD

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

  • Reported as registered

    WARNER FINANCIAL, INC

    CRD 135303 · SEC 801-64223

    BETHESDA, MD

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

  • Reported as registered

    WAYPOINT WEALTH MANAGEMENT

    CRD 155574 · SEC 801-110641

    TIMONIUM, MD

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

  • Reported as registered

    WBH ADVISORY, INC.

    CRD 105289 · SEC 801-27973

    BALTIMORE, MD

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

  • Reported as registered

    WEALTH PLANNING GROUP

    CRD 291708 · SEC 801-114047

    BALTIMORE, MD

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

  • Reported as registered

    WEALTHPLANS, LLC

    CRD 311560 · SEC 801-119949

    FREDERICK, MD

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

  • Reported as registered

    WHITE OAK WEALTH MANAGEMENT

    CRD 299021 · SEC 801-114266

    COLUMBIA, MD

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