Reported as registered
MILESTONE FINANCIAL ASSOCIATES, LLC
CRD 336684 · SEC 801-133757
MACUNGIE, PA
Source release August 3, 2026 · retrieved August 18, 2026
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
623 sourced firms · query 84 ms
Reported as registered
MILLER INVESTMENT MANAGEMENT, LP
CRD 108380 · SEC 801-56027
WEST CONSHOHOCKEN, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MINERVA ADVISORS LLC
CRD 161408 · SEC 801-73417
BALA CYNWYD, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MIRAVAST ASSET MANAGEMENT, LLC
CRD 168582 · SEC 801-78880
NEWTOWN, PA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MISSIONOG
CRD 282800 · SEC 802-107982
PHILADELPHIA, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MITCHELL SINKLER & STARR
CRD 106460 · SEC 801-8445
PHILADELPHIA, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MMA ASSET MANAGEMENT LLC
CRD 155426 · SEC 801-71975
CONSHOHOCKEN, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MOR WEALTH MANAGEMENT, LLC
CRD 333022 · SEC 801-133014
PHILADELPHIA, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MORALIS TECHNOLOGIES, LLC
CRD 316221 · SEC 801-122490
PITTSBURGH, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MORGAN PROPERTIES SPECIAL SITUATIONS II LLC
CRD 300795 · SEC 801-118135
CONSHOHOCKEN, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MORGAN STANLEY AIP GP LP
CRD 117050 · SEC 801-60699
WEST CONSHOHOCKEN, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MORTON BROWN FAMILY WEALTH LLC
CRD 292278 · SEC 801-112510
ALLENTOWN, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MOUNT LUCAS INDEX ADVISERS LLC
CRD 310820 · SEC 801-119730
NEWTOWN, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MOUNT LUCAS MANAGEMENT LP
CRD 108255 · SEC 801-28254
NEWTOWN, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MP NEXT CAPITAL
CRD 159904 · SEC 801-73644
VILLANOVA, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MTM FINANCIAL GROUP, LLC
CRD 147221 · SEC 801-97342
BETHLEHEM, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MUHLENKAMP & CO INC
CRD 110787 · SEC 801-16476
WEXFORD, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MUNTZ FINANCIAL, LLC
CRD 145971 · SEC 801-131242
DOYLESTOWN, PA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MUTUAL CAPITAL INVESTMENT ADVISORS, LLC
CRD 314734 · SEC 802-121756
WYALUSING, PA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MVP MANAGEMENT COMPANY
CRD 330680 · SEC 802-131630
RADNOR, PA
Source release August 3, 2026 · retrieved August 18, 2026