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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

23,622 sourced firms · query 537 ms

  • Reported as registered

    BENOLD FINANCIAL PLANNING

    CRD 134258 · SEC 801-132320

    Principal state not provided in this source record

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

  • Exempt Reporting Adviser

    BENSON CAPITAL PARTNERS

    CRD 325734 · SEC 802-127624

    NEW ORLEANS, LA

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

  • Reported as registered

    BENSON WEALTH MANAGEMENT, INC.

    CRD 318898 · SEC 801-135748

    Principal state not provided in this source record

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

  • Reported as registered

    BENTHAM WEALTH ADVISORS

    CRD 332035 · SEC 801-130680

    WILLIAMSVILLE, NY

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

  • Reported as registered

    BENTLEY FINANCIAL GROUP

    CRD 172474 · SEC 801-120187

    DOWNERS GROVE, IL

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

  • Reported as registered

    BENTOAK CAPITAL

    CRD 173563 · SEC 801-80598

    WEATHERFORD, TX

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

  • Reported as registered

    BEQUEST CAPITAL LLC

    CRD 334768 · SEC 801-132784

    SARASOTA, FL

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

  • Exempt Reporting Adviser

    BERCH CAPITAL LLC

    CRD 339591 · SEC 802-136826

    AUSTIN, TX

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

  • Reported as registered

    BERGAMOT ASSET MANAGEMENT LP

    CRD 309424 · SEC 801-136089

    PRINCETON, NJ

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

  • Reported as registered

    BERGER FINANCIAL GROUP

    CRD 308174 · SEC 801-118923

    PLYMOUTH, MN

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

  • Reported as registered

    BERILIUM

    CRD 327058 · SEC 801-128216

    LAKE FOREST, CA

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

  • Reported as registered

    BERINGEA, LLC

    CRD 161803 · SEC 801-74510

    FARMINGTON HILLS, MI

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

  • Reported as registered

    BERKADIA CAPITAL ADVISORS LLC

    CRD 312130 · SEC 801-120783

    AMBLER, PA

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

  • Reported as registered

    BERKELEY ADVISORS, INC.

    CRD 134455 · SEC 801-131712

    ATLANTA, GA

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