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

803 sourced firms · query 96 ms

Exempt Reporting Adviser
KENDALL INVESTMENTS, LLC
CRD 291345 · SEC 802-112269
CAMBRIDGE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
KEPHA PARTNERS MANAGEMENT LLC
CRD 161541 · SEC 802-74605
WALTHAM, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KRAEMATON INVESTMENT ADVISORS, INC.
CRD 126869 · SEC 801-65115
BRAINTREE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
KSI ADVISORS, LLC
CRD 331191 · SEC 802-130452
CAMBRIDGE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
LAMA PARTNERS, LLC
CRD 312067 · SEC 802-126087
NEWTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LANDON CAPITAL PARTNERS, LLC
CRD 292398 · SEC 801-116715
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LEEWARD INVESTMENTS
CRD 312557 · SEC 801-122220
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
LEGACY TWO ADVISORS, LLC
CRD 341717 · SEC 802-136028
MASHPEE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LENK LADNER INVESTMENT SOLUTIONS LLC
CRD 109927 · SEC 801-43403
OSTERVILLE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LEVATUS LLC
CRD 287811 · SEC 801-128064
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
LIBERTY FORGE LLC
CRD 343208 · SEC 801-136732
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LINCOLN PEAK CAPITAL MANAGEMENT, LLC
CRD 292864 · SEC 801-113153
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
LINEAGE CAPITAL, LLC
CRD 163020 · SEC 802-79458
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
LINK SIGNIS MANAGEMENT, LLC
CRD 325263 · SEC 802-130116
CAMBRIDGE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
LINK VENTURES
CRD 286523 · SEC 802-127305
CAMBRIDGE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
LINK VENTURES MANAGEMENT, LLC
CRD 319263 · SEC 802-126753
CAMBRIDGE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LIONSTONE INVESTMENTS
CRD 160214 · SEC 801-73009
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LITTLE HARBOR ADVISORS, LLC
CRD 168700 · SEC 801-78486
MARBLEHEAD, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LITTLE HOUSE CAPITAL, LLC
CRD 290070 · SEC 801-111981
BRAINTREE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LIVELIFE CAPITAL PARTNERS LLC
CRD 290008 · SEC 801-111807
SOUTHBOROUGH, MA
Source release August 3, 2026 · retrieved August 18, 2026