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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

167 sourced firms · query 58 ms

  • Reported as registered

    CASCADE FINANCIAL STRATEGIES

    CRD 166610 · SEC 801-132417

    BEND, OR

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

  • Reported as registered

    CEDAR MOUNTAIN ADVISORS, LLC

    CRD 140339 · SEC 801-68704

    LAKE OSWEGO, OR

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

  • Reported as registered

    CGC FINANCIAL SERVICES

    CRD 155446 · SEC 801-78845

    LAKE OSWEGO, OR

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

  • Reported as registered

    CLS FINANCIAL ADVISORS, INC.

    CRD 152892 · SEC 801-127014

    PORTLAND, OR

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

  • Reported as registered

    COPIA WEALTH MANAGEMENT

    CRD 281873 · SEC 801-131499

    BEND, OR

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

  • Reported as registered

    CORDANT WEALTH PARTNERS

    CRD 152395 · SEC 801-70937

    PORTLAND, OR

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

  • Reported as registered

    CROSS FINANCIAL ADVISORS

    CRD 287686 · SEC 801-110589

    PORTLAND, OR

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

  • Reported as registered

    CROWN POINT WEALTH ADVISORS

    CRD 322424 · SEC 801-129946

    HOOD RIVER, OR

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

  • Reported as registered

    CS PLANNING CORP

    CRD 149937 · SEC 801-70381

    PORTLAND, OR

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

  • Reported as registered

    CUTLER INVESTMENT GROUP

    CRD 128483 · SEC 801-62469

    JACKSONVILLE, OR

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

  • Reported as registered

    CWC ADVISORS, LLC

    CRD 127739 · SEC 801-62369

    LAKE OSWEGO, OR

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

  • Reported as registered

    DEFINED WEALTH MANAGEMENT, LLC

    CRD 306779 · SEC 801-117859

    BEAVERTON, OR

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