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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

438 sourced firms · query 74 ms

  • Reported as registered

    PINE VALLEY INVESTMENTS

    CRD 173995 · SEC 801-80742

    MARLTON, NJ

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

  • Reported as registered

    PIONEER ADVISORY LLC

    CRD 337502 · SEC 801-133887

    JERSEY CITY, NJ

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

  • Reported as registered

    PIONEX INVESTMENTS INC.

    CRD 318475 · SEC 801-123168

    PRINCETON, NJ

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

  • Reported as registered

    PODELL FINANCIAL GROUP LLC

    CRD 325383 · SEC 801-127920

    FAIRFIELD, NJ

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

  • Exempt Reporting Adviser

    POET ADVISORS LLC

    CRD 161052 · SEC 802-127091

    HACKENSACK, NJ

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

  • Reported as registered

    POETIC GROUP LLC

    CRD 293886 · SEC 801-117375

    HACKENSACK, NJ

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

  • Reported as registered

    PORTFOLIO STRATEGIES INC NY

    CRD 106942 · SEC 801-45798

    MONTVALE, NJ

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

  • Reported as registered

    PRECISION FINANCIAL SERVICES

    CRD 147872 · SEC 801-77867

    MINE HILL, NJ

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

  • Reported as registered

    PRINCETON EQUITY GROUP

    CRD 310405 · SEC 801-121932

    PRINCETON, NJ

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

  • Reported as registered

    PRIVATE ADVISOR GROUP, LLC

    CRD 155216 · SEC 801-72060

    MORRISTOWN, NJ

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

  • Reported as registered

    PRIVATE ADVISOR NETWORK, LLC

    CRD 299133 · SEC 801-114371

    MORRISTOWN, NJ

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

  • Reported as registered

    PRMIM

    CRD 313210 · SEC 801-120925

    MOUNT LAUREL, NJ

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

  • Reported as registered

    PRUCO SECURITIES, LLC

    CRD 5685 · SEC 801-52208

    NEWARK, NJ

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