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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 655 ms

  • Reported as registered

    BORNITE CAPITAL MANAGEMENT LP

    CRD 307598 · SEC 801-120958

    NEW YORK, NY

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

  • Exempt Reporting Adviser

    BORROMIN CAPITAL MANAGEMENT GMBH

    CRD 298013 · SEC 802-113860

    FRANKFURT AM MAIN, FRANKFURT AM MAIN

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

  • Reported as registered

    BOS ASSET MANAGEMENT, LLC

    CRD 310632 · SEC 801-119836

    SPRINGFIELD, IL

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

  • Reported as registered

    BOSMAN WEALTH MANAGEMENT, LLC

    CRD 290550 · SEC 801-132247

    REDLANDS, CA

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

  • Reported as registered

    BOSTON FAMILY ADVISORS LLC

    CRD 299060 · SEC 801-128445

    BOSTON, MA

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

  • Reported as registered

    BOSTON FAMILY OFFICE LLC

    CRD 107141 · SEC 801-52883

    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 TRUST WALDEN INC.

    CRD 111266 · SEC 801-60136

    BOSTON, MA

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