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

803 sourced firms · query 76 ms

Exempt Reporting Adviser
ADVANCED TECHNOLOGY VENTURES
CRD 162341 · SEC 802-75329
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
ADVANCIT CAPITAL ADVISORS LLC
CRD 167928 · SEC 802-124864
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC
CRD 174333 · SEC 801-81173
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ADVENT INTERNATIONAL, L.P.
CRD 105673 · SEC 801-29357
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
AEQUITAS INVESTMENT ADVISORS, LLC
CRD 127625 · SEC 801-110328
HINGHAM, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
AEW CAPITAL MANAGEMENT LP
CRD 108633 · SEC 801-53421
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
AFG FIDUCIARY SERVICES
CRD 309943 · SEC 801-119539
HINGHAM, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
AGENT CAPITAL, LLC
CRD 288532 · SEC 802-110884
WALTHAM, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
AGF INVESTMENTS
CRD 153781 · SEC 801-71685
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
AJOVISTA
CRD 314924 · SEC 801-122092
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
AKMAZO CAPITAL MANAGEMENT CO., LLC
CRD 315831 · SEC 802-122073
NEWTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALBANY ROAD REAL ESTATE PARTNERS, LLC
CRD 290302 · SEC 801-113074
DEDHAM, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALGEBRIS INVESTMENTS (US) INC.
CRD 169236 · SEC 801-78692
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALGORITHMIC INVESTMENT MODELS
CRD 306354 · SEC 801-117772
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALLIANCE PRIVATE WEALTH, LLC
CRD 316612 · SEC 801-133775
NORTH READING, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALPHASIMPLEX GROUP, LLC
CRD 128356 · SEC 801-62448
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
ALTA EQUITY PARTNERS, LLC
CRD 162064 · SEC 802-75371
CONCORD, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALTA WEALTH ADVISORS LLC
CRD 293675 · SEC 801-112848
WOBURN, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALTERNATIVE FUND ADVISORS, LLC
CRD 313109 · SEC 801-120750
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
AMERICAN INVESTMENT SERVICES INC
CRD 110043 · SEC 801-14337
GREAT BARRINGTON, MA
Source release August 3, 2026 · retrieved August 18, 2026