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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

86 sourced firms · query 49 ms

  • Reported as registered

    HARBOR ADVISORY CORPORATION

    CRD 105151 · SEC 801-8915

    PORTSMOUTH, NH

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

  • Reported as registered

    IMPAX ASSET MANAGEMENT LLC

    CRD 114335 · SEC 801-8517

    PORTSMOUTH, NH

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

  • Reported as registered

    JMH WEALTH MANAGEMENT, LLC

    CRD 139294 · SEC 801-132071

    HANOVER, NH

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

  • Reported as registered

    LUMBARD & KELLNER, LLC

    CRD 117196 · SEC 801-61888

    HOLLIS, NH

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

  • Pending / 120-Day Approval

    MARDIN CAPITAL GROUP

    CRD 342252 · SEC 801-136300

    RYE, NH

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

  • Reported as registered

    MASCOMA WEALTH MANAGEMENT

    CRD 174907 · SEC 801-80982

    HANOVER, NH

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

  • Reported as registered

    MIDAS MANAGEMENT CORPORATION

    CRD 108237 · SEC 801-49079

    WALPOLE, NH

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

  • Reported as registered

    MIDDLE STREET CAPITAL, LLC

    CRD 226513 · SEC 801-136408

    NEWFIELDS, NH

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

  • Reported as registered

    NVEST FINANCIAL, LLC

    CRD 128868 · SEC 801-123374

    PORTSMOUTH, NH

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

  • Exempt Reporting Adviser

    PANTHER GLOBAL

    CRD 338584 · SEC 802-134514

    DERRY, NH

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