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 542 ms

Reported as registered
BERNICKE WEALTH MANAGEMENT
CRD 335431 · SEC 801-132485
ALTOONA, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BERNSTEIN INSTITUTIONAL SERVICES LLC
CRD 317807 · SEC 801-129468
NEW YORK, NY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BERNZOTT CAPITAL ADVISORS
CRD 104583 · SEC 801-56940
CAMARILLO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BERRY WEALTH GROUP
CRD 327346 · SEC 801-128496
GRANBURY, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.
CRD 13609 · SEC 801-62277
CEDAR RAPIDS, IA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BERTOLET CAPITAL LLC
CRD 125121 · SEC 801-61782
NEW YORK, NY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BERTRAM CAPITAL MANAGEMENT LLC
CRD 156920 · SEC 801-73550
FOSTER CITY, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BERYL CAPITAL MANAGEMENT, LLC
CRD 269959 · SEC 801-110252
REDONDO BEACH, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BESPOKE ADVISORY
CRD 323909 · SEC 801-127194
EVERGREEN, CO
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BESPOKE CAPITAL PARTNERS
CRD 297709 · SEC 802-121811
LONDON
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BESPOKE INVESTMENT GROUP, LLC
CRD 144080 · SEC 801-120306
HARRISON, NY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BESSEMER INVESTMENT MANAGEMENT LLC
CRD 112215 · SEC 801-60185
NEW YORK, NY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BESSEMER VENTURE PARTNERS
CRD 159279 · SEC 801-125875
LARCHMONT, NY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BEST INVEST
CRD 297599 · SEC 801-113562
SAN ANTONIO, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BEST LIFE INFINITY, LLC
CRD 319232 · SEC 801-126123
COLORADO SPRINGS, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BESTGATE WEALTH ADVISORS, LLC
CRD 301639 · SEC 801-132305
FREDERICK, MD
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BESTIGE HOLDINGS, LLC
CRD 305343 · SEC 801-128508
Principal state not provided in this source record
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BETA INNOVATION TECHNOLOGY INC
CRD 339942 · SEC 802-135127
NEW YORK, NY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BETA WEALTH GROUP, INC
CRD 165224 · SEC 801-77060
SAN DIEGO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BETA.VENTURES CAPITAL, LLC
CRD 324473 · SEC 802-127445
LAGOS
Source release August 3, 2026 · retrieved August 18, 2026