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

327 sourced firms · query 54 ms

Exempt Reporting Adviser
ASSEMBLY VENTURES MANAGEMENT, LLC
CRD 320685 · SEC 802-124895
DETROIT, MI
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
ASSEMBLY VENTURES SELECT MANAGEMENT, LLC
CRD 341480 · SEC 802-136301
DETROIT, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ASSET ALLOCATION STRATEGIES, LLC
CRD 152339 · SEC 801-106707
FARMINGTON, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
AUXO INVESTMENT PARTNERS, LLC
CRD 290177 · SEC 801-126298
GRAND RAPIDS, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
AZIMUTH CAPITAL MANAGEMENT
CRD 319062 · SEC 801-123448
BLOOMFIELD HILLS, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
B.A. ROBERTS FINANCIAL SERVICES, INC.
CRD 289856 · SEC 801-112254
MARQUETTE, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BARON WEALTH MANAGEMENT, LLC
CRD 153117 · SEC 801-71168
TROY, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BAY POINTE FINANCIAL
CRD 340986 · SEC 801-136334
NEW BALTIMORE, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BEMANAGED
CRD 140099 · SEC 801-70678
GRAND RAPIDS, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BERINGEA, LLC
CRD 161803 · SEC 801-74510
FARMINGTON HILLS, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BERNARD WEALTH MANAGEMENT CORP.
CRD 159533 · SEC 801-119146
ROYAL OAK, MI
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BIOSTAR CAPITAL
CRD 163649 · SEC 802-77204
CHARLEVOIX, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLACK WALNUT WEALTH MANAGEMENT
CRD 337606 · SEC 801-134160
TRAVERSE CITY, MI
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BLACKFORD CAPITAL
CRD 298823 · SEC 802-118642
GRAND RAPIDS, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLOOM ADVISORS
CRD 106152 · SEC 801-49217
FARMINGTON HILLS, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLOOMFIELD CAPITAL HOLDINGS, LLC
CRD 169198 · SEC 801-113423
BIRMINGHAM, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLUE CHIP PARTNERS, LLC
CRD 132437 · SEC 801-64705
FARMINGTON HILLS, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLUE WATER ASSET MANAGEMENT
CRD 175362 · SEC 801-81153
GRAND RAPIDS, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLUEPRINT PARTNERS LLC
CRD 312902 · SEC 801-120502
TRAVERSE CITY, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BRAEBURN WEALTH MANAGEMENT, LLC
CRD 158007 · SEC 801-108353
MUSKEGON, MI
Source release August 3, 2026 · retrieved August 18, 2026