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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

623 sourced firms · query 89 ms

  • Reported as registered

    MYCIO WEALTH PARTNERS, LLC

    CRD 134436 · SEC 801-64053

    PHILADELPHIA, PA

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

  • Reported as registered

    NEST EGG

    CRD 286024 · SEC 801-108790

    CONSHOHOCKEN, PA

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

  • Reported as registered

    NESTLERODE & LOY, INC.

    CRD 2907 · SEC 801-112333

    STATE COLLEGE, PA

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

  • Reported as registered

    NETWORTH ADVISORS, LLC

    CRD 311621 · SEC 801-128933

    CANONSBURG, PA

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

  • Reported as registered

    NEWBRIDGE WEALTH MANAGEMENT

    CRD 169239 · SEC 801-123445

    BRYN MAWR, PA

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

  • Reported as registered

    NEWSPRING CAPITAL

    CRD 160608 · SEC 801-73849

    RADNOR, PA

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

  • Reported as registered

    NEWSQUARE CAPITAL, LLC

    CRD 152430 · SEC 801-70908

    NEWTOWN SQUARE, PA

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

  • Reported as registered

    NORDWAND ADVISORS

    CRD 322936 · SEC 801-126490

    RADNOR, PA

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

  • Reported as registered

    NORDWAND INVESTMENTS, LLC

    CRD 323829 · SEC 801-127287

    RADNOR, PA

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

  • Reported as registered

    NORTHEAST ADVISERS, INC.

    CRD 108835 · SEC 801-57720

    PAOLI, PA

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

  • Reported as registered

    O'HAGAN GROUP, INC.

    CRD 315389 · SEC 801-121753

    BETHLEHEM, PA

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

  • Reported as registered

    OAK TREE INVESTMENT ADVISORS

    CRD 111095 · SEC 801-113803

    PITTSBURGH, PA

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

  • Reported as registered

    OAKTREE ADVISORS LLC

    CRD 168271 · SEC 801-129908

    COOPERSBURG, PA

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