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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
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 868 ms

  • Reported as state-registered

    AGAPE WEALTH MANAGEMENT LLC

    CRD 339898

    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

    AGATA INVESTMENTS LLC

    CRD 318275

    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

    AGAVE WEALTH ADVISORS

    CRD 299139

    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

    AGENTECH EQUITIES, LLC

    CRD 338997

    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

    AGEWISE FINANCIAL INC.

    CRD 328162

    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

    AGF ADVISORS

    CRD 156071

    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

    AGG ASSET MANAGEMENT, LLC

    CRD 154846

    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

    AGGREGATE FINANCIAL SERVICES, INC.

    CRD 324945

    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

    AGILACAPITAL

    CRD 335188 · SEC 802-134142

    PARIS

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

  • Reported as state-registered

    AGILE FINANCIAL PLANNING, LLC

    CRD 148547

    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 registered

    AGILE INVESTMENT MANAGEMENT, LLC

    CRD 331966 · SEC 801-130611

    Principal state not provided in this source record

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

  • Exempt Reporting Adviser

    AGILITAS PRIVATE EQUITY LLP

    CRD 171478 · SEC 802-80455

    LONDON

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

  • Exempt Reporting Adviser

    AGLV FUNDS, LLC

    CRD 320962 · SEC 802-129950

    Principal state not provided in this source record

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

  • Exempt Reporting Adviser

    AGMEN ASSET MANAGEMENT LLC

    CRD 315764 · SEC 802-122156

    Principal state not provided in this source record

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

  • Reported as state-registered

    AGNEW CAPITAL MANAGEMENT LLC

    CRD 165305

    Principal state not provided in this source record

    State registration: AZ

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Exempt Reporting Adviser

    AGP II, LLC

    CRD 310477 · SEC 802-119437

    Principal state not provided in this source record

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