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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

438 sourced firms · query 66 ms

  • Reported as registered

    BAUTIS FINANCIAL, LLC

    CRD 148582 · SEC 801-129584

    MONTCLAIR, NJ

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

  • Reported as registered

    BAYARD ASSET MANAGEMENT LLC

    CRD 177515 · SEC 801-111921

    PRINCETON, NJ

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

  • Reported as registered

    BC ADVISORS, LLC

    CRD 142982 · SEC 801-67595

    MT. LAUREL, NJ

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

  • Reported as registered

    BCG SECURITIES, INC.

    CRD 70 · SEC 801-56943

    CHERRY HILL, NJ

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

  • Reported as registered

    BCS PRIVATE WEALTH MANAGEMENT

    CRD 174761 · SEC 801-89173

    RUMSON, NJ

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

  • Reported as registered

    BEACON TRUST

    CRD 226547 · SEC 801-96256

    MORRISTOWN, NJ

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

  • Reported as registered

    BECKERMAN WEALTH

    CRD 142480 · SEC 801-120898

    OCEAN GROVE, NJ

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

  • Reported as registered

    BELLWETHER CONSULTING LLC

    CRD 111188 · SEC 801-60078

    MILLBURN, NJ

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

  • Reported as registered

    BERGAMOT ASSET MANAGEMENT LP

    CRD 309424 · SEC 801-136089

    PRINCETON, NJ

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

  • Reported as registered

    BLACKHILL CAPITAL, INC

    CRD 105208 · SEC 801-32051

    MORRISTOWN, NJ

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

  • Reported as registered

    BLUEFIN FINANCIAL

    CRD 288375 · SEC 801-112245

    MOORESTOWN, NJ

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

  • Reported as registered

    BLUEPRINT CAPITAL ADVISORS LLC

    CRD 282327 · SEC 801-111679

    SHORT HILLS, NJ

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

  • Reported as registered

    BLUESHIFT ASSET MANAGEMENT

    CRD 290637 · SEC 801-112122

    RED BANK, NJ

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

  • Reported as registered

    BLUEVINE ADVISORY LLC

    CRD 326599 · SEC 801-128028

    JERSEY CITY, NJ

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

  • Reported as registered

    BPP WEALTH SOLUTIONS, LLC

    CRD 166962 · SEC 801-77658

    BASKING RIDGE, NJ

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

  • Reported as registered

    BRAVE FAMILY ADVISORS

    CRD 108512 · SEC 801-42617

    SUMMIT, NJ

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

  • Reported as registered

    BRAVIAS FINANCIAL

    CRD 289589 · SEC 801-128383

    ISELIN, NJ

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

  • Reported as registered

    BREAKWATER CAPITAL GROUP

    CRD 321097 · SEC 801-125704

    PARAMUS, NJ

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