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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 86 ms

  • Exempt Reporting Adviser

    FORBION NORTH AMERICA LLC

    CRD 330153 · SEC 802-130921

    BOSTON, MA

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

  • Reported as registered

    FORNESS FINANCIAL LLC

    CRD 172473 · SEC 801-112637

    NEEDHAM, MA

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

  • Reported as registered

    FORT POINT CAPITAL

    CRD 164067 · SEC 801-119135

    BOSTON, MA

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

  • Exempt Reporting Adviser

    FOUNDER COLLECTIVE

    CRD 161453 · SEC 802-75758

    CAMBRIDGE, MA

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

  • Reported as registered

    FOX HILL WEALTH MANAGEMENT

    CRD 321881 · SEC 801-127922

    DEDHAM, MA

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

  • Reported as registered

    FULHAM & CO

    CRD 158374 · SEC 801-74066

    WELLESLEY, MA

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

  • Exempt Reporting Adviser

    G20 CAPITAL MANAGEMENT, LLC

    CRD 170366 · SEC 802-79179

    CAMBRIDGE, MA

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

  • Reported as registered

    GAME CREEK CAPITAL, LP

    CRD 158973 · SEC 801-74747

    BOSTON, MA

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

  • Reported as registered

    GARRETT NAGLE & CO., INC.

    CRD 7071 · SEC 801-11370

    WOBURN, MA

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

  • Reported as registered

    GC WEALTH MANAGEMENT RIA, LLC

    CRD 327269 · SEC 801-128318

    CAMBRIDGE, MA

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

  • Reported as registered

    GENERAL CATALYST

    CRD 162548 · SEC 801-115155

    CAMBRIDGE, MA

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

  • Reported as registered

    GENESIS WEALTH ADVISORS, LLC

    CRD 158388 · SEC 801-72604

    BRAINTREE, MA

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

  • Reported as registered

    GEODE CAPITAL MANAGEMENT, LLC

    CRD 115504 · SEC 801-61117

    BOSTON, MA

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

  • Exempt Reporting Adviser

    GLASSWING VENTURES, LLC

    CRD 284706 · SEC 802-108345

    BOSTON, MA

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

  • Reported as registered

    GLOBAL DELTA CAPITAL, LLC

    CRD 324485 · SEC 801-129341

    SOMERVILLE, MA

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