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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

306 sourced firms · query 61 ms

  • Reported as registered

    AVATAR CAPITAL MANAGEMENT LLC

    CRD 330793 · SEC 801-130825

    SEATTLE, WA

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

  • Reported as registered

    AVIER WEALTH ADVISORS

    CRD 161077 · SEC 801-73301

    BELLEVUE, WA

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

  • Reported as registered

    AVISO WEALTH MANAGEMENT

    CRD 108146 · SEC 801-56358

    BELLEVUE, WA

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

  • Reported as registered

    B3 WEALTH STRATEGIES

    CRD 300689 · SEC 801-116893

    BELLEVUE, WA

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

  • Reported as registered

    BAC CAPITAL ADVISORS LLC

    CRD 116816 · SEC 801-60832

    SEATTLE, WA

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

  • Reported as registered

    BARING FINANCIAL LLC

    CRD 173761 · SEC 801-122840

    BELLINGHAM, WA

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

  • Reported as registered

    BARKER WEALTH MANAGEMENT, LLC

    CRD 226768 · SEC 801-120753

    CAMAS, WA

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

  • Reported as registered

    BASECAMP WEALTH ADVISORS, LLC

    CRD 334018 · SEC 801-131913

    BELLEVUE, WA

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

  • Reported as registered

    BBJS FINANCIAL ADVISORS, LLC

    CRD 115969 · SEC 801-121432

    SEATTLE, WA

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

  • Reported as registered

    BEAR MOUNTAIN CAPITAL INC.

    CRD 151151 · SEC 801-113478

    SEATTLE, WA

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

  • Reported as registered

    BELLINGHAM CAPITAL

    CRD 151684 · SEC 801-123303

    BELLINGHAM, WA

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

  • Reported as registered

    BENCHMARK PLUS MANAGEMENT

    CRD 127471 · SEC 801-62490

    GIG HARBOR, WA

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

  • Reported as registered

    BOONE WEALTH ADVISORS, LLC

    CRD 116682 · SEC 801-81073

    BELLEVUE, WA

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