Reported as registered
BOARDWALK FINANCIAL STRATEGIES LLC
CRD 165048 · SEC 801-127667
HARTLAND, WI
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
23,622 sourced firms · query 1163 ms
Reported as registered
BOCA WEALTH ADVISORS
CRD 108038 · SEC 801-56858
BOCA RATON, FL
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
BODEN WEALTH
CRD 340590 · SEC 801-135817
LEMOYNE, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOERUM HILL FINANCIAL ADVISORS LLC
CRD 288987 · SEC 801-129959
BROOKLYN, NY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOFA SECURITIES, INC.
CRD 283942 · SEC 801-112640
NEW YORK, NY
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BOGAN ASSOCIATES, LLC
CRD 165111 · SEC 802-77011
Principal state not provided in this source record
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOGART WEALTH, LLC
CRD 283886 · SEC 801-107912
MCLEAN, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOK FINANCIAL ADVISORS
CRD 17530 · SEC 801-53600
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOK FINANCIAL PRIVATE WEALTH, INC.
CRD 106733 · SEC 801-51401
DENVER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BOLD MANAGEMENT ADVISORS, LLC
CRD 332727 · SEC 802-131424
SANTA MONICA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOLDHAVEN MANAGEMENT
CRD 304300 · SEC 801-120201
LONDON
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOLDIN ADVISORS
CRD 294881 · SEC 801-132987
MILL VALLEY, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BOLDROSE CAPITAL
CRD 313272 · SEC 802-128106
GREENWICH, CT
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BOLDSTART VENTURES MANAGEMENT LLC
CRD 281533 · SEC 802-107049
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BOLT INNOVATION MANAGEMENT
CRD 192524 · SEC 802-88213
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES
CRD 148531 · SEC 801-73757
BAKERSFIELD, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOLTON GLOBAL ASSET MANAGEMENT
CRD 129376 · SEC 801-66962
BOLTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOLTON INVESTMENT
CRD 104684 · SEC 801-46685
TOWSON, MD
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BOLTROCK
CRD 326312 · SEC 802-128268
NEW YORK, NY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOLTWOOD CAPITAL MANAGEMENT
CRD 110293 · SEC 801-27099
WALNUT CREEK, CA
Source release August 3, 2026 · retrieved August 18, 2026