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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

167 sourced firms · query 61 ms

  • Reported as registered

    EFM INVESTMENTS & ADVISORY LLC

    CRD 339744 · SEC 801-135239

    PORTLAND, OR

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

  • Reported as registered

    ELEVATION CAPITAL ADVISORY

    CRD 171473 · SEC 801-118748

    BEND, OR

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

  • Reported as registered

    ENDEAVOUR CAPITAL

    CRD 160800 · SEC 801-73250

    PORTLAND, OR

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

  • Reported as registered

    ETESIAN WEALTH ADVISORS, INC.

    CRD 152127 · SEC 801-70785

    WEST LINN, OR

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

  • Reported as registered

    FAIRCHILD CAPITAL LLC

    CRD 298428 · SEC 801-135390

    PORTLAND, OR

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

  • Reported as registered

    FIDELIS IM

    CRD 162985 · SEC 801-118351

    MEDFORD, OR

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

  • Reported as registered

    FOSTER & WOOD, INC.

    CRD 165362 · SEC 801-120625

    LAKE OSWEGO, OR

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

  • Reported as registered

    GO WEALTH MANAGEMENT

    CRD 290254 · SEC 801-123534

    EUGENE, OR

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

  • Reported as registered

    GRANGE CAPITAL, LLC

    CRD 131699 · SEC 801-120271

    BEAVERTON, OR

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

  • Reported as registered

    HIGHROAD WEALTH ADVISORS, LLC

    CRD 331566 · SEC 801-130463

    COOS BAY, OR

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

  • Exempt Reporting Adviser

    HIGHWEST GLOBAL

    CRD 304637 · SEC 802-119138

    BEND, OR

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