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 94 ms

Reported as registered
OLD IRONSIDES ENERGY, LLC
CRD 168670 · SEC 801-78440
WALTHAM, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OMEGA FUND MANAGEMENT, LLC
CRD 157753 · SEC 801-74224
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ONE CHARLES PRIVATE WEALTH
CRD 286635 · SEC 801-109973
HINGHAM, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ONE STONE GLOBAL LLC
CRD 175052 · SEC 801-80980
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
ONE WAY VENTURES MANAGEMENT PBC, INC.
CRD 291118 · SEC 802-114950
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OPALEYE MANAGEMENT INC.
CRD 124513 · SEC 801-78700
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OPENVIEW ADVISORS, LLC
CRD 316766 · SEC 801-122597
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
OPTUM VENTURES
CRD 290116 · SEC 802-111924
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ORVIETO PARTNERS, L.P.
CRD 313475 · SEC 801-130730
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OSBON CAPITAL MANAGEMENT, LLC
CRD 134731 · SEC 801-113245
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OT MANAGEMENT, LLC
CRD 284192 · SEC 801-126317
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OUELLETTE WEALTH ADVISORY LLC
CRD 289242 · SEC 801-120970
LEXINGTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
P/E GLOBAL LLC
CRD 155642 · SEC 801-72133
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PACIFIC LAKE PARTNERS, L.L.C.
CRD 160377 · SEC 801-110327
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PALLADIN CONSUMER RETAIL PARTNERS, LLC
CRD 164689 · SEC 801-77503
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PALLAS CAPITAL ADVISORS, LLC
CRD 310327 · SEC 801-119646
BRAINTREE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PANAGORA ASSET MANAGEMENT INC
CRD 105201 · SEC 801-35497
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PAR CAPITAL MANAGEMENT, INC.
CRD 156596 · SEC 801-73100
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PARAMETRIC HOLDINGS LLC
CRD 323275 · SEC 802-126760
JAMAICA PLAIN, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PARK STATE ASSET MANAGEMENT LLC
CRD 336573 · SEC 801-132913
BEVERLY, MA
Source release August 3, 2026 · retrieved August 18, 2026