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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

623 sourced firms · query 88 ms

  • Reported as registered

    KINTRA WEALTH, LLC

    CRD 299407 · SEC 801-114485

    WILLIAMSPORT, PA

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

  • Reported as registered

    KITCHING PARTNERS, LLC

    CRD 325042 · SEC 801-127433

    CONSHOHOCKEN, PA

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

  • Reported as registered

    KOOMAN & ASSOCIATES

    CRD 322163 · SEC 801-126429

    ALTOONA, PA

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

  • Exempt Reporting Adviser

    L2 MANAGEMENT COMPANY

    CRD 322085 · SEC 802-126198

    RADNOR, PA

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

  • Pending / 120-Day Approval

    LANGAN FINANCIAL GROUP

    CRD 342937 · SEC 801-136832

    CAMP HILL, PA

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

  • Reported as registered

    LANSING STREET ADVISORS

    CRD 306882 · SEC 801-126210

    AMBLER, PA

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

  • Exempt Reporting Adviser

    LARSEN MACCOLL PARTNERS

    CRD 167321 · SEC 802-77848

    WAYNE, PA

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

  • Reported as registered

    LBC CREDIT PARTNERS

    CRD 157628 · SEC 801-73863

    RADNOR, PA

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

  • Reported as registered

    LEGACY ADVISORS, LLC

    CRD 139830 · SEC 801-66582

    PLYMOUTH MEETING, PA

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

  • Reported as registered

    LEGACY ADVISORY SERVICES, LLC

    CRD 147173 · SEC 801-128187

    EXTON, PA

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

  • Reported as registered

    LEGACY SOLUTIONS, LLC

    CRD 323360 · SEC 801-126819

    KENNETT SQUARE, PA

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

  • Reported as registered

    LEGEND FINANCIAL ADVISORS INC

    CRD 108207 · SEC 801-44704

    PITTSBURGH, PA

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

  • Reported as registered

    LEM CAPITAL, L.P.

    CRD 159817 · SEC 801-73703

    PHILADELPHIA, PA

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

  • Reported as registered

    LIBERTY ASSET MANAGEMENT

    CRD 142094 · SEC 801-132496

    ALLENTOWN, PA

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

  • Reported as registered

    LIBERTY ONE WEALTH ADVISORS

    CRD 315675 · SEC 801-130016

    PHILADELPHIA, PA

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