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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
August 3, 2026 · retrieved August 18, 2026

438 sourced firms · query 70 ms

  • Pending / 120-Day Approval

    STEFFENS FINANCIAL CORP

    CRD 342546 · SEC 801-136512

    BYRAM TOWNSHIP, NJ

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

  • Exempt Reporting Adviser

    STELLAR MANAGEMENT PARTNERS LLC

    CRD 333500 · SEC 802-131583

    SHORT HILLS, NJ

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

  • Reported as registered

    STERN CAPITAL MANAGEMENT, INC.

    CRD 124405 · SEC 801-110311

    OLD BRIDGE, NJ

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

  • Reported as registered

    STOLZER ROTHSCHILD LEVY LLC

    CRD 169817 · SEC 801-132576

    BASKING RIDGE, NJ

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

  • Reported as registered

    SUMMIT FINANCIAL, LLC

    CRD 299322 · SEC 801-114377

    PARSIPPANY, NJ

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

  • Reported as registered

    SWANDER PACE CAPITAL

    CRD 157259 · SEC 801-73410

    BEDMINSTER, NJ

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

  • Reported as registered

    SYSTEM 2 ADVISORS, L.P.

    CRD 164189 · SEC 801-76820

    SUMMIT, NJ

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

  • Reported as registered

    TA CAPITAL MANAGEMENT, LLC

    CRD 169326 · SEC 801-78797

    SEWELL, NJ

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

  • Reported as registered

    TALISMAN WEALTH ADVISORS, LLC

    CRD 313283 · SEC 801-120785

    MOUNTAINSIDE, NJ

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

  • Reported as registered

    TANDEM CAPITAL MANAGEMENT, INC.

    CRD 107856 · SEC 801-38764

    WOODCLIFF LAKE, NJ

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