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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

623 sourced firms · query 85 ms

  • Reported as registered

    HAMILTON LANE

    CRD 107876 · SEC 801-55813

    CONSHOHOCKEN, PA

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

  • Reported as registered

    HAPANOWICZ FINANCIAL

    CRD 157523 · SEC 801-72352

    PITTSBURGH, PA

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

  • Reported as registered

    HARTFORD FUNDS

    CRD 147746 · SEC 801-77209

    WAYNE, PA

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

  • Reported as registered

    HARTFORD FUNDS

    CRD 130373 · SEC 801-63451

    WAYNE, PA

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

  • Reported as registered

    HARVEST FINANCIAL PARTNERS

    CRD 146162 · SEC 801-117513

    PAOLI, PA

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

  • Reported as registered

    HARVEST FUND ADVISORS LLC

    CRD 154425 · SEC 801-71791

    WAYNE, PA

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

  • Exempt Reporting Adviser

    HATCH BIOFUND MANAGEMENT, LLC

    CRD 330746 · SEC 802-130242

    DOYLESTOWN, PA

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

  • Reported as registered

    HBKS WEALTH ADVISORS

    CRD 112139 · SEC 801-60424

    ERIE, PA

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

  • Reported as registered

    HC CAPITAL PARTNERS, LLC

    CRD 160737 · SEC 801-73781

    WEST CONSHOHOCKEN, PA

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

  • Exempt Reporting Adviser

    HEPCO CAPITAL MANAGEMENT, LLC

    CRD 336206 · SEC 802-132937

    PHILADELPHIA, PA

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

  • Reported as registered

    HERBEIN FINANCIAL GROUP, LLC

    CRD 322194 · SEC 801-126422

    ALLENTOWN, PA

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

  • Exempt Reporting Adviser

    HESTIA CAPITAL MANAGEMENT, LLC

    CRD 314650 · SEC 802-135778

    CRANBERRY TOWNSHIP, PA

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

  • Reported as registered

    HIRTLE & CO., LLC

    CRD 105403 · SEC 801-32688

    WEST CONSHOHOCKEN, PA

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

  • Reported as registered

    HOEY INVESTMENTS, INC.

    CRD 152103 · SEC 801-80919

    COATESVILLE, PA

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