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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

    TROUTMAN WEALTH

    CRD 301107 · SEC 801-121486

    MALVERN, PA

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

  • Reported as registered

    TRUSTMONT ADVISORY GROUP, INC.

    CRD 106015 · SEC 801-30694

    GREENSBURG, PA

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

  • Reported as registered

    TWIN CAPITAL MANAGEMENT INC

    CRD 104748 · SEC 801-36431

    MCMURRAY, PA

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

  • Reported as registered

    UP FINTECH ASSET MANAGEMENT

    CRD 285915 · SEC 801-114105

    NEWTOWN SQUARE, PA

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

  • Reported as registered

    US ASSET MANAGEMENT, LLC

    CRD 124234 · SEC 801-61680

    PITTSBURGH, PA

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

  • Reported as registered

    V3LIMITED LLC

    CRD 169624 · SEC 801-78846

    RADNOR, PA

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

  • Pending / 120-Day Approval

    VALEN PRIVATE CAPITAL, LLC.

    CRD 342364 · SEC 801-136324

    PAOLI, PA

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

  • Reported as registered

    VALLEY BROOK CAPITAL GROUP

    CRD 122460 · SEC 801-113710

    VENETIA, PA

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

  • Reported as registered

    VALLEY FINANCIAL GROUP

    CRD 312254 · SEC 801-120325

    AMBLER, PA

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

  • Reported as registered

    VALLEY NATIONAL ADVISERS INC

    CRD 110788 · SEC 801-25126

    BETHLEHEM, PA

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

  • Reported as registered

    VANGUARD ADVISERS, INC.

    CRD 106715 · SEC 801-49601

    MALVERN, PA

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

  • Reported as registered

    VANGUARD GLOBAL ADVISERS, LLC

    CRD 164593 · SEC 801-76825

    MALVERN, PA

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