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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 82 ms

  • Reported as registered

    FIDUCIARY WEALTH PARTNERS, LLC

    CRD 160696 · SEC 801-73067

    NEWTON LOWER FALLS, MA

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

  • Reported as registered

    FINANCIALLY IN TUNE

    CRD 156200 · SEC 801-117891

    STONEHAM, MA

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

  • Reported as registered

    FINARC INVESTMENTS, INC.

    CRD 166571 · SEC 801-110450

    NORWOOD, MA

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

  • Reported as registered

    FINEPOINT CAPITAL LP

    CRD 170668 · SEC 801-79330

    BOSTON, MA

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

  • Reported as registered

    FINER WEALTH MANAGEMENT, INC.

    CRD 129987 · SEC 801-121773

    SALEM, MA

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

  • Reported as registered

    FINIVI INC.

    CRD 292329 · SEC 801-112470

    WESTBOROUGH, MA

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

  • Reported as registered

    FLAGSHIP HARBOR ADVISORS, LLC

    CRD 155733 · SEC 801-71997

    BOSTON, MA

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

  • Exempt Reporting Adviser

    FLAGSHIP PIONEERING, LLC

    CRD 161864 · SEC 802-75749

    CAMBRIDGE, MA

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

  • Reported as registered

    FLAGSHIP PRIVATE WEALTH

    CRD 175277 · SEC 801-108301

    WOBURN, MA

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

  • Reported as registered

    FLAGSHIP WEALTH ADVISORS, LLC.

    CRD 131962 · SEC 801-112001

    WAKEFIELD, MA

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

  • Reported as registered

    FLOREK FINANCIAL, LLC

    CRD 152235 · SEC 801-110016

    DUXBURY, MA

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

  • Exempt Reporting Adviser

    FLYBRIDGE CAPITAL PARTNERS

    CRD 161961 · SEC 802-75547

    DEDHAM, MA

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

  • Reported as registered

    FLYING POINT FINANCIAL, INC.

    CRD 107915 · SEC 801-95168

    NORTH ANDOVER, MA

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

  • Reported as registered

    FMA WEALTH MANAGEMENT, LLC

    CRD 313049 · SEC 801-120645

    DUXBURY, MA

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

  • Reported as registered

    FOLIUM CAPITAL LP

    CRD 284801 · SEC 801-110247

    BURLINGTON, MA

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