Reported as registered
HOFFMAN CAPITAL ADVISORS LLC
CRD 287766 · SEC 801-114896
CRANBERRY TWP, PA
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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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 77 ms
Reported as registered
HOLOS INTEGRATED WEALTH
CRD 329884 · SEC 801-129668
KENNETT SQUARE, PA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
HOP MANAGEMENT
CRD 324546 · SEC 802-127379
PHILADELPHIA, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HORNOR, TOWNSEND & KENT, LLC
CRD 4031 · SEC 801-56151
CONSHOHOCKEN, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HUDOCK CAPITAL GROUP
CRD 149255 · SEC 801-70772
WILLIAMSPORT, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HUNTER ASSOCIATES LLC
CRD 30177 · SEC 801-42007
PITTSBURGH, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HUNTER PRIVATE CAPITAL ADVISORS, LLC
CRD 333651 · SEC 801-131791
PITTSBURGH, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
IAM ADVISORY LLC
CRD 305492 · SEC 801-117991
EASTON, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
IFS GROUP
CRD 328774 · SEC 801-129581
MECHANICSBURG, PA
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
IM WEALTH PARTNERS
CRD 307379 · SEC 801-135875
BLUE BELL, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INCLINE EQUITY PARTNERS
CRD 158858 · SEC 801-72683
PITTSBURGH, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INDEPENDENCE ASSET ADVISORS, LLC
CRD 152963 · SEC 801-71867
WYNNEWOOD, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INDEPENDENCE SQUARE HOLDINGS, LLC
CRD 300139 · SEC 801-116750
KING OF PRUSSIA, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INNOVA WEALTH PARTNERS, LLC
CRD 168500 · SEC 801-117798
NEWTOWN, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INSIGHT ADVISORS, LLC
CRD 168057 · SEC 801-78355
NEWTOWN, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INTEGRATED CAPITAL MANAGEMENT, INC.
CRD 149489 · SEC 801-70055
JESSUP, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INTERCHANGE CAPITAL PARTNERS
CRD 309314 · SEC 801-118862
PITTSBURGH, PA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
INTRINSIC ADVISORS, LLC
CRD 298804 · SEC 802-114277
WEST CONSHOHOCKEN, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INVARIANT INVESTMENT MANAGEMENT
CRD 168772 · SEC 801-111716
CAMP HILL, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INVERNESS GRAHAM INVESTMENTS, INC.
CRD 157632 · SEC 801-73219
WAYNE, PA
Source release August 3, 2026 · retrieved August 18, 2026