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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 80 ms

  • Reported as registered

    OAR FINANCIAL

    CRD 158989 · SEC 801-72726

    BRYN MAWR, PA

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

  • Reported as registered

    OARS CAPITAL

    CRD 153198 · SEC 801-119079

    DILLSBURG, PA

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

  • Reported as registered

    OBRIEN GREENE & CO INC

    CRD 110281 · SEC 801-5866

    MEDIA, PA

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

  • Reported as registered

    ODYSSEY CAPITAL ADVISORS INC.

    CRD 299034 · SEC 801-130634

    BALA CYNWYD, PA

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

  • Reported as registered

    ODYSSEY GROUP WEALTH ADVISORS

    CRD 336636 · SEC 801-133758

    LANCASTER, PA

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

  • Reported as registered

    OMICRON ADVISORS, LLC

    CRD 165250 · SEC 801-123738

    LANCASTER, PA

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

  • Reported as registered

    ONE-UP FINANCIAL

    CRD 333778 · SEC 801-136342

    ERIE, PA

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

  • Reported as registered

    OPULUS

    CRD 304763 · SEC 801-136843

    DOYLESTOWN, PA

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

  • Exempt Reporting Adviser

    OUP MANAGEMENT CO., LLC

    CRD 312857 · SEC 802-120707

    BALA CYNWYD, PA

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

  • Exempt Reporting Adviser

    OVP MANAGEMENT CO., LLC

    CRD 312970 · SEC 802-120704

    BALA CYNWYD, PA

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

  • Reported as registered

    OWLS NEST PARTNERS

    CRD 289811 · SEC 801-120755

    CHADDS FORD, PA

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

  • Reported as registered

    PACER ADVISORS, INC.

    CRD 137381 · SEC 801-79654

    MALVERN, PA

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

  • Reported as registered

    PARK SHORE PARTNERS LLC

    CRD 145265 · SEC 801-68594

    ERIE, PA

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

  • Exempt Reporting Adviser

    PARTNERS EDGE MANAGEMENT

    CRD 318752 · SEC 802-124984

    PITTSBURGH, PA

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