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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

803 sourced firms · query 98 ms

  • Reported as registered

    ETRE LLC

    CRD 121355 · SEC 801-124815

    CAMBRIDGE, MA

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

  • Exempt Reporting Adviser

    EVERLANE EQUITY PARTNERS, LLC

    CRD 300133 · SEC 802-130013

    BOSTON, MA

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

  • Reported as registered

    EXCALIBUR MANAGEMENT CORP

    CRD 110836 · SEC 801-39935

    WALTHAM, MA

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

  • Exempt Reporting Adviser

    EXCEL VENTURE MANAGEMENT

    CRD 161756 · SEC 802-75323

    BOSTON, MA

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

  • Reported as registered

    EXCHANGE PLACE ADVISORS, LLC

    CRD 125240 · SEC 801-63511

    SUDBURY, MA

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

  • Exempt Reporting Adviser

    EXETER CAPITAL

    CRD 308310 · SEC 802-121155

    BOSTON, MA

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

  • Reported as registered

    FACTOR INVESTING GROUP

    CRD 315131 · SEC 801-121821

    WESTBOROUGH, MA

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

  • Reported as registered

    FAIRFIELD FINANCIAL ADVISORS

    CRD 106408 · SEC 801-44279

    WELLESLEY, MA

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

  • Reported as registered

    FAMILY PARTNERS CAPITAL, LLC

    CRD 304176 · SEC 801-134442

    HAMILTON, MA

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

  • Reported as registered

    FAYERWEATHER MANAGEMENT, LLC

    CRD 187517 · SEC 801-108075

    CAMBRIDGE, MA

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

  • Reported as registered

    FELIS ADVANTAGE, LP

    CRD 335282 · SEC 801-134898

    BOSTON, MA

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