Reported as registered
BOLTON GLOBAL ASSET MANAGEMENT
CRD 129376 · SEC 801-66962
BOLTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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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 504 ms
Reported as registered
BOLTON INVESTMENT
CRD 104684 · SEC 801-46685
TOWSON, MD
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BOLTROCK
CRD 326312 · SEC 802-128268
NEW YORK, NY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOLTWOOD CAPITAL MANAGEMENT
CRD 110293 · SEC 801-27099
WALNUT CREEK, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BONA FIDE WEALTH
CRD 330982 · SEC 801-130208
Principal state not provided in this source record
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BONACCORD CAPITAL PARTNERS
CRD 316716 · SEC 801-135240
NEW YORK, NY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BONAVENTURE CAPITAL, LLC
CRD 120780 · SEC 801-64141
BIRMINGHAM, AL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BOND
CRD 304391 · SEC 802-116994
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOND & DEVICK WEALTH PARTNERS
CRD 283682 · SEC 801-107852
SAINT LOUIS PARK, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOND TECH INC
CRD 105979 · SEC 801-45443
BELLBROOK, OH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BONDBLOXX
CRD 317318 · SEC 801-122836
LARKSPUR, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BONDURANT INVESTMENT ADVISORY, LLC
CRD 297290 · SEC 801-134610
EVANSTON, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BONE FIDE WEALTH
CRD 301066 · SEC 801-117389
NEW YORK, NY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BONFIRE FINANCIAL, LLC
CRD 288522 · SEC 801-119543
COLORADO SPRINGS, CO
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BONFIRE VENTURES
CRD 289457 · SEC 802-112715
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BONNEFIELD FINANCIAL
CRD 328267 · SEC 802-128928
TORONTO, ONTARIO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BONNER & SMITH, LLC
CRD 114287 · SEC 801-81163
LUBBOCK, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BONSAI PARTNERS
CRD 297619 · SEC 802-127353
CARLSBAD, CA
Source release August 3, 2026 · retrieved August 18, 2026