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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 81 ms

  • Reported as registered

    PRUDENT MANAGEMENT ASSOCIATES

    CRD 16691 · SEC 801-20018

    PHILADELPHIA, PA

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

  • Reported as registered

    PSC MANAGER LLC

    CRD 311756 · SEC 801-121248

    YARDLEY, PA

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

  • Reported as registered

    PSI CAPITAL MANAGEMENT

    CRD 117105 · SEC 801-112684

    LANCASTER, PA

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

  • Reported as registered

    PTM WEALTH MANAGEMENT, LLC

    CRD 308944 · SEC 801-129819

    NORTH WALES, PA

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

  • Reported as registered

    QRG CAPITAL MANAGEMENT, INC.

    CRD 305277 · SEC 801-118081

    BERWYN, PA

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

  • Reported as registered

    QUATTRO ADVISORS L.L.C.

    CRD 146438 · SEC 801-80531

    PITTSBURGH, PA

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

  • Reported as registered

    RED SPRUCE CAPITAL, LLC

    CRD 158720 · SEC 801-113984

    BERWYN, PA

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

  • Reported as registered

    RENOVUS ASSOCIATES, LLC

    CRD 314528 · SEC 801-121569

    WAYNE, PA

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

  • Exempt Reporting Adviser

    RH TAILWIND MANAGEMENT, LLC

    CRD 336543 · SEC 802-132878

    WEST CONSHOHOCKEN, PA

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

  • Reported as registered

    RHINO INVESTMENT PARTNERS, INC.

    CRD 283692 · SEC 801-120220

    WEST CONSHOHOCKEN, PA

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

  • Reported as registered

    RIGGS ASSET MANAGEMENT CO INC

    CRD 107233 · SEC 801-38171

    DALLAS, PA

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

  • Reported as registered

    RIVER WEALTH ADVISORS LLC

    CRD 173767 · SEC 801-80629

    CAMP HILL, PA

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

  • Reported as registered

    RIVER'S EDGE

    CRD 313711 · SEC 801-130663

    BEAVER, PA

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