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

793 sourced firms · query 95 ms

Reported as registered
PARKVIEW ASSET MANAGEMENT, INC.
CRD 307977 · SEC 801-124728
OAKBROOK TERRACE, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PARTNERS ENTERPRISE CAPITAL LLC
CRD 304667 · SEC 801-117416
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PATH DIGITAL ADVISORS, LLC
CRD 312983 · SEC 801-121345
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PATHFINDER ADVISORY, INC.
CRD 122768 · SEC 801-135820
ROCKFORD, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PATRICK M. SWEENEY & ASSOCIATES, INC
CRD 112802 · SEC 801-118910
LIBERTYVILLE, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PEAKLINE PARTNERS, LLC
CRD 306449 · SEC 801-117914
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PEARSON CREEK CAPITAL MANAGEMENT LLC
CRD 160354 · SEC 801-88179
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PEBBLE VALLEY WEALTH MANAGEMENT
CRD 145664 · SEC 801-136039
WESTERN SPRINGS, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PEKIN HARDY STRAUSS, INC.
CRD 107310 · SEC 801-35684
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PENDULUM WEALTH PARTNERS
CRD 335762 · SEC 801-132537
ITASCA, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PERFORMANCE WEALTH
CRD 311735 · SEC 801-120074
HINSDALE, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PERISCOPE EQUITY LLC
CRD 290326 · SEC 801-121890
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PERMANENT CAPITAL MANAGEMENT, LP
CRD 328318 · SEC 801-128881
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PERMANENT CAPITAL VENTURES MANAGEMENT, LLC
CRD 331374 · SEC 802-130310
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PFINGSTEN PARTNERS, L.L.C.
CRD 156493 · SEC 801-73883
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PHASE III ADVISORY SERVICES, LTD
CRD 122959 · SEC 801-63806
BUFFALO GROVE, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PINNACLE FINANCIAL GROUP LLC
CRD 116600 · SEC 801-71357
WESTERN SPRINGS, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PIVOT CAPITAL PARTNERS LLC
CRD 335324 · SEC 801-132725
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PLANPILOT
CRD 160319 · SEC 801-73176
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PLUSCIOS MANAGEMENT LLC
CRD 146761 · SEC 801-69256
EVANSTON, IL
Source release August 3, 2026 · retrieved August 18, 2026