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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
part2a-iapd-metadata-2025-2026 · retrieved August 27, 2026

23,622 sourced firms · query 1883 ms

  • Reported as registered

    BOWSIDE CAPITAL, LLC

    CRD 170509 · SEC 801-126065

    CHARLESTON, SC

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

  • Reported as registered

    BOX FINANCIAL ADVISORS, LLC

    CRD 155623 · SEC 801-127749

    GRAPEVINE, TX

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

  • Reported as registered

    BOX HILL PRIVATE WEALTH

    CRD 322620 · SEC 801-135287

    Principal state not provided in this source record

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

  • Reported as registered

    BOXER CAPITAL MANAGEMENT, LLC

    CRD 330106 · SEC 801-130351

    SAN DIEGO, CA

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

  • Exempt Reporting Adviser

    BOXGROUP VENTURES LLC

    CRD 306269 · SEC 802-117900

    NEW YORK, NY

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

  • Reported as registered

    BOYAR ASSET MANAGEMENT, INC.

    CRD 105255 · SEC 801-19283

    NEW YORK, NY

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

  • Reported as registered

    BOYD CAPITAL

    CRD 312070 · SEC 801-120330

    ROCHESTER, NY

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

  • Reported as registered

    BOYD WEALTH MANAGEMENT, LLC

    CRD 293990 · SEC 801-113198

    SACRAMENTO, CA

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

  • Reported as registered

    BOYER FINANCIAL SERVICES, INC.

    CRD 331868 · SEC 801-130578

    NEWPORT BEACH, CA

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

  • Reported as registered

    BOYLE CAPITAL

    CRD 132416 · SEC 801-67954

    WEST DES MOINES, IA

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

  • Reported as registered

    BOYNE CAPITAL

    CRD 285919 · SEC 801-117083

    MIAMI, FL

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

  • Exempt Reporting Adviser

    BOYU CAPITAL

    CRD 162708 · SEC 802-75767

    GRAND CAYMAN

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

  • Reported as registered

    BOYUM WEALTH ARCHITECTS LLC

    CRD 161261 · SEC 801-112783

    BLOOMINGTON, MN

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