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

339 sourced firms · query 64 ms

Reported as registered
VIRGINIA WEALTH MANAGEMENT GROUP, INC.
CRD 311248 · SEC 801-119854
VIRGINIA BEACH, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WACONA CAPITAL, LLC
CRD 331836 · SEC 801-135039
CHARLOTTESVILLE, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WASHINGTON HARBOUR PARTNERS LP
CRD 309915 · SEC 801-119968
ARLINGTON, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTHCARE CAPITAL MANAGEMENT LLC
CRD 111119 · SEC 801-60183
RICHMOND, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTHCREST FINANCIAL SERVICES, LLC
CRD 130049 · SEC 801-110730
SPRINGFIELD, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTHCROSSING
CRD 132513 · SEC 801-64185
RICHMOND, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTHTRAK ADVISORS
CRD 160057 · SEC 801-123640
VIRGINIA BEACH, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTHWAY FINANCIAL ADVISORS
CRD 108824 · SEC 801-113051
NORFOLK, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WELLINGTON CONSULTING SERVICES INC
CRD 105837 · SEC 801-41552
CHANTILLY, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEST FINANCIAL SERVICES, INC.
CRD 137497 · SEC 801-64834
MCLEAN, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEST TOWER GROUP, LLC
CRD 323520 · SEC 801-126893
RICHMOND, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WESTBOURNE INVESTMENTS, INC.
CRD 37499 · SEC 801-36800
ALEXANDRIA, VA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC
CRD 106060 · SEC 802-132198
NORFOLK, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WILLS FINANCIAL GROUP, LLC
CRD 334431 · SEC 801-131900
RICHMOND, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WINSTON CAPITAL MANAGEMENT LLC
CRD 111450 · SEC 801-54022
ARLINGTON, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WISERADVISOR PALADIN
CRD 321249 · SEC 801-125919
FAIRFAX, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
YESKE BUIE INC.
CRD 143234 · SEC 801-68187
VIENNA, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
YORKTOWN MANAGEMENT AND RESEARCH CO INC
CRD 105083 · SEC 801-23441
FOREST, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
Z3 CAPITAL PARTNERS
CRD 336791 · SEC 801-133810
RICHMOND, VA
Source release August 3, 2026 · retrieved August 18, 2026