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

339 sourced firms · query 88 ms

Reported as registered
STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS
CRD 111685 · SEC 801-55694
LEESBURG, VA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
STERLING ADVISORY SERVICES, INC.
CRD 163874 · SEC 802-76632
HERNDON, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STRATEGENT FINANCIAL, LLC
CRD 148173 · SEC 801-112356
HARRISONBURG, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STRATEGIC INVESTMENT MANAGEMENT, LLC
CRD 104862 · SEC 801-31849
ARLINGTON, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STURMAN WEALTH ADVISORS
CRD 331560 · SEC 801-130657
CHARLOTTESVILLE, VA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
SWAN & LEGEND
CRD 175323 · SEC 802-81149
LEESBURG, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
T.M. WEALTH MANAGEMENT
CRD 287965 · SEC 801-123581
RESTON, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TAYLOR FINANCIAL GROUP, INC.
CRD 116744 · SEC 801-61747
ROANOKE, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TAYLOR HOFFMAN CAPITAL MANAGEMENT
CRD 309329 · SEC 801-118886
RICHMOND, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TEMPLER WEALTH MANAGEMENT, LLC
CRD 305972 · SEC 801-136275
VIENNA, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TENZING FINANCIAL LLC
CRD 335259 · SEC 801-132538
WILLIAMSBURG, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THE ASCENT GROUP, LLC
CRD 314424 · SEC 801-121182
VIRGINIA BEACH, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THE BURNEY COMPANY
CRD 106945 · SEC 801-10232
RESTON, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THE CAPITAL MANAGEMENT CORPORATION
CRD 112242 · SEC 801-13252
GLEN ALLEN, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THE EDGAR LOMAX COMPANY
CRD 105444 · SEC 801-19358
ALEXANDRIA, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THE HOERNER PLANNING GROUP, LLC
CRD 139464 · SEC 801-66594
MIDDLEBURG, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THE ITHAKA GROUP, LLC
CRD 146975 · SEC 801-69086
ARLINGTON, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THE LEWIS FINANCIAL GROUP
CRD 315692 · SEC 801-122157
ASHBURN, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THE LONDON COMPANY OF VIRGINIA
CRD 106654 · SEC 801-46604
RICHMOND, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THE MAIN STREET GROUP
CRD 175502 · SEC 801-113192
GLEN ALLEN, VA
Source release August 3, 2026 · retrieved August 18, 2026