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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
25,777
Reported as registered
16,783
Pending / 120-Day
235
Exempt reporting
6,604
Latest sourced release
IA_INDVL_Feed_08_27_2026 · retrieved August 28, 2026

25,777 sourced firms · query 647 ms

  • Reported as registered

    BLUEPRINT FINANCIAL ADVISORS

    CRD 315570 · SEC 801-121848

    CHARLOTTE, NC

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

  • Reported as registered

    BLUEPRINT FUND MANAGEMENT

    CRD 306419 · SEC 801-117790

    GREENSBORO, NC

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

  • Reported as registered

    BLUEPRINT INVESTING LLC

    CRD 151422 · SEC 801-121378

    SAN FRANCISCO, CA

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

  • Reported as registered

    BLUEPRINT LOCAL LLC

    CRD 312944 · SEC 801-130826

    Principal state not provided in this source record

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

  • Reported as registered

    BLUEPRINT PARTNERS LLC

    CRD 312902 · SEC 801-120502

    TRAVERSE CITY, MI

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

  • Reported as registered

    BLUEPRINT WEALTH MANAGEMENT

    CRD 166264 · SEC 801-132673

    Principal state not provided in this source record

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

  • Reported as registered

    BLUEROCK FUND ADVISOR, LLC

    CRD 165015 · SEC 801-77049

    NEW YORK, NY

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

  • Reported as registered

    BLUESCAPE ENERGY PARTNERS LLC

    CRD 283812 · SEC 801-108105

    DALLAS, TX

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

  • Reported as registered

    BLUESHIFT ASSET MANAGEMENT

    CRD 290637 · SEC 801-112122

    RED BANK, NJ

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

  • Reported as registered

    BLUESKY WEALTH ADVISORS, LLC

    CRD 116760 · SEC 801-78583

    NEW BERN, NC

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

  • Reported as registered

    BLUESPHERE ADVISORS LLC

    CRD 283972 · SEC 801-117413

    EAST NORRITON, PA

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