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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

438 sourced firms · query 70 ms

  • Reported as registered

    WEINGARTEN ASSOCIATES, L.L.C.

    CRD 127718 · SEC 801-125854

    LAWRENCEVILLE, NJ

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

  • Exempt Reporting Adviser

    WELLINGTON HARBOR CAP LTD

    CRD 337658 · SEC 802-134107

    NEWARK, NJ

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

  • Reported as registered

    WEST HORIZON CAPITAL

    CRD 337734 · SEC 801-134347

    PRINCETON, NJ

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

  • Reported as registered

    WICK

    CRD 342763 · SEC 801-136789

    UNION CITY, NJ

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

  • Reported as registered

    WITHUM WEALTH MANAGEMENT

    CRD 158332 · SEC 801-72657

    RED BANK, NJ

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

  • Exempt Reporting Adviser

    WOODMERE ASSET MANAGEMENT, LLC

    CRD 297212 · SEC 802-126793

    RED BANK, NJ

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

  • Reported as registered

    WORTH VENTURE PARTNERS, LLC

    CRD 168610 · SEC 801-106972

    FORT LEE, NJ

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

  • Reported as registered

    WP ASSET MANAGEMENT

    CRD 279034 · SEC 801-125014

    BEDMINSTER, NJ

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

  • Reported as registered

    YORKVILLE ADVISORS GLOBAL, LP

    CRD 165390 · SEC 801-126109

    MOUNTAINSIDE, NJ

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

  • Reported as registered

    YORKVILLE AMERICA EQUITIES, LLC

    CRD 336431 · SEC 801-133854

    MOUNTAINSIDE, NJ

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

  • Reported as registered

    ZAIS GROUP

    CRD 108371 · SEC 801-54979

    HOLMDEL, NJ

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

  • Exempt Reporting Adviser

    ZOZOTRADE INC

    CRD 339009 · SEC 802-134767

    NEWARK, NJ

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

  • Reported as registered

    ZYNERGY RETIREMENT PLANNING

    CRD 143861 · SEC 801-129005

    RED BANK, NJ

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