Skip to content
InvestorTrust Hub

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 73 ms

  • Reported as registered

    LINCOLN INVESTMENT

    CRD 519 · SEC 801-14059

    FORT WASHINGTON, PA

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

  • Reported as registered

    LL FUNDS

    CRD 161552 · SEC 801-74055

    PHILADELPHIA, PA

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

  • Reported as registered

    LLR MANAGEMENT HOLDCO, L.P.

    CRD 323438 · SEC 801-126821

    PHILADELPHIA, PA

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

  • Reported as registered

    LOGAN CAPITAL MANAGEMENT, INC.

    CRD 108893 · SEC 801-45536

    NEWTOWN SQUARE, PA

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

  • Reported as registered

    LOUNTZIS ASSET MANAGEMENT, LLC

    CRD 118923 · SEC 801-80715

    WYOMISSING, PA

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

  • Reported as registered

    LOVELL MINNICK

    CRD 156494 · SEC 801-74141

    RADNOR, PA

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

  • Reported as registered

    LYNCH INVESTMENT PLANNING, LLC

    CRD 115956 · SEC 801-136530

    NEWTOWN SQUARE, PA

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

  • Reported as registered

    MACRO ADVISORS, INC.

    CRD 118832 · SEC 801-117443

    YORK, PA

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

  • Reported as registered

    MAGNOLIA PRIVATE WEALTH, LLC

    CRD 324102 · SEC 801-128251

    PHILADELPHIA, PA

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

  • Reported as registered

    MAGUIRE INVESTMENTS LLC

    CRD 164039 · SEC 801-76579

    KING OF PRUSSIA, PA

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

  • Reported as registered

    MAIN ADVISORY, INC.

    CRD 328040 · SEC 801-128706

    CANONSBURG, PA

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

  • Reported as registered

    MALVERN CAPITAL MANAGEMENT

    CRD 292396 · SEC 801-131034

    MALVERN, PA

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

  • Reported as registered

    MARION WEALTH MANAGEMENT

    CRD 315730 · SEC 801-122279

    MONROEVILLE, PA

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