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: 31,268
Reported as registered: 16,783
Pending / 120-Day: 235
Exempt reporting: 6,604
Latest sourced release: IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

13,271 sourced firms · query 1560 ms

Reported as registered
ENVISAGE
CRD 159270 · SEC 801-78527
GENEVA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ENVISION CAPITAL MANAGEMENT INC
CRD 107150 · SEC 801-48253
Principal state not provided in this source record
Source release August 3, 2026 · retrieved August 18, 2026
Reported as state-registered
ENVISION CAPITAL MANAGEMENT LTD
CRD 110266
Principal state not provided in this source record
State registration: AZ
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Reported as state-registered
ENVISION FINANCIAL PLANNING
CRD 299938
Principal state not provided in this source record
State registration: CA
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Reported as state-registered
ENVISION RETIREMENT LLC
CRD 319587
Principal state not provided in this source record
State registration: AZ
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Reported as state-registered
ENVISION WEALTH MANAGEMENT, INC.
CRD 133440
Principal state not provided in this source record
State registration: CA
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Reported as state-registered
ENVISION WEALTH PLANNING INC.
CRD 298672
Principal state not provided in this source record
State registration: TX
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Reported as state-registered
ENVISIONVEST
CRD 289132
Principal state not provided in this source record
State registration: TX
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Reported as state-registered
ENVISIONX CAPITAL, LLC
CRD 311431
Principal state not provided in this source record
State registration: CA
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Reported as state-registered
EOD INVESTMENTS, LLC
CRD 147759
Principal state not provided in this source record
State registration: WA
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Exempt Reporting Adviser
EOM MANAGEMENT, LTD.
CRD 170947 · SEC 802-79542
HAMILTON
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
EOS CREDIT
CRD 338620 · SEC 802-134588
Principal state not provided in this source record
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
EOS VENTURE PARTNERS LIMITED
CRD 319181 · SEC 802-127007
LONDON
Source release August 3, 2026 · retrieved August 18, 2026
Reported as state-registered
EP WEALTH MANAGEMENT LLC
CRD 331835
Principal state not provided in this source record
State registration: AZ
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Reported as state-registered
EPI FINANCIAL GROUP
CRD 174160
Principal state not provided in this source record
State registration: CA
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Exempt Reporting Adviser
EPIC PARTNERS INVESTMENTS CO., LTD.
CRD 337352 · SEC 802-134361
TOKYO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as state-registered
EPIC WEALTH ADVISORS, INC.
CRD 118767
Principal state not provided in this source record
State registration: CA
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026