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: ADVW_20260701_20260731 · retrieved August 27, 2026

23,622 sourced firms · query 1715 ms

Reported as registered
BOSTON FAMILY OFFICE LLC
CRD 107141 · SEC 801-52883
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOSTON MANAGEMENT AND RESEARCH
CRD 104853 · SEC 801-43127
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BOSTON MILLENNIA PARTNERS
CRD 162789 · SEC 802-75793
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BOSTON OMAHA ASSET MANAGEMENT
CRD 324144 · SEC 802-131971
OMAHA, NE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOSTON PARTNERS
CRD 124982 · SEC 801-61786
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOSTON PORTFOLIO ADVISERS
CRD 172374 · SEC 801-135801
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOSTON RESEARCH AND MANAGEMENT, INC.
CRD 107643 · SEC 801-39603
MANCHESTER, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BOSTON SEED CAPITAL MANAGEMENT, L.L.C.
CRD 288681 · SEC 802-110668
WELLESLEY, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOSTON STANDARD WEALTH MANAGEMENT, LLC
CRD 156452 · SEC 801-81146
WINCHESTER, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOSTON TRUST WALDEN INC.
CRD 111266 · SEC 801-60136
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOSTONPREMIER WEALTH
CRD 282268 · SEC 801-130727
HINGHAM, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOSTWICK CAPITAL LLC
CRD 162386 · SEC 801-79843
LOCUST VALLEY, NY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOUCHEY FINANCIAL GROUP LTD
CRD 111824 · SEC 801-51979
TROY, NY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOULAY WEALTH
CRD 111334 · SEC 801-60141
EDEN PRAIRIE, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOULDER ASSET MANAGEMENT
CRD 107636 · SEC 801-39066
ENGLEWOOD, CO
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BOULDER FOOD GROUP, LLC
CRD 174360 · SEC 802-80817
BOULDER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BOULDER VENTURES
CRD 160967 · SEC 802-74272
BOULDER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOULDER WEALTH ADVISORS, LLC
CRD 115069 · SEC 801-79267
BOULDER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOULEVARD
CRD 164423 · SEC 801-134380
BLOOMINGTON, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOUNDARY CREEK ADVISORS LP
CRD 300768 · SEC 801-115208
Principal state not provided in this source record
Source release August 3, 2026 · retrieved August 18, 2026