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

623 sourced firms · query 79 ms

Reported as registered
INVESTED ADVISORS
CRD 311243 · SEC 801-119770
STATE COLLEGE, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INVESTMENT RESEARCH PARTNERS
CRD 304315 · SEC 801-116836
LEMONT, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INVICTA ADVISORS LLC
CRD 298868 · SEC 801-114114
OAKMONT, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
IRONVIEW CAPITAL MANAGEMENT, LLC
CRD 150250 · SEC 801-78950
CONSHOHOCKEN, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ISQ CAPITAL
CRD 340355 · SEC 801-135363
KING OF PRUSSIA, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
IVC WEALTH ADVISORS LLC
CRD 301127 · SEC 801-114980
SILVERDALE, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JACOBI CAPITAL MANAGEMENT, LLC
CRD 147663 · SEC 801-69398
PITTSTON, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JANNEY MONTGOMERY SCOTT LLC
CRD 463 · SEC 801-7258
PHILADELPHIA, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JFS WEALTH ADVISORS, LLC
CRD 145051 · SEC 801-68333
HERMITAGE, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JMAC ENTERPRISES LLC
CRD 312710 · SEC 801-120407
NEWTOWN, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JMS CAPITAL GROUP WEALTH SERVICES, LLC
CRD 281325 · SEC 801-106661
SEWICKLEY, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JOHNSON & WHITE WEALTH MANAGEMENT LLC
CRD 169795 · SEC 801-79746
YORK, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KAILASA CAPITAL MANAGEMENT LLC
CRD 286159 · SEC 801-110505
PITTSBURGH, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KAPUSTA FINANCIAL GROUP
CRD 123349 · SEC 801-113806
PITTSBURGH, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KATHMERE CAPITAL MANAGEMENT, LLC
CRD 305118 · SEC 801-117215
WAYNE, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KELLER FINANCIAL GROUP
CRD 328195 · SEC 801-128879
CAMP HILL, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KEY FINANCIAL, INC.
CRD 116240 · SEC 801-107742
WEST CHESTER, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KEYSTONE BITCOIN
CRD 338785 · SEC 801-134972
PITTSBURGH, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KEYVANTAGE WEALTH ADVISORS
CRD 331996 · SEC 801-130771
BETHLEHEM, PA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
KINGBIRD INVESTMENT MANAGEMENT
CRD 308069 · SEC 802-119881
NEWTOWN, PA
Source release August 3, 2026 · retrieved August 18, 2026