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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 67 ms

  • Reported as registered

    ARIN RISK ADVISORS LLC

    CRD 151491 · SEC 801-70598

    CONSHOHOCKEN, PA

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

  • Reported as registered

    ARSENAL CAPITAL ADVISORS LLC

    CRD 325612 · SEC 801-134963

    CONSHOHOCKEN, PA

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

  • Reported as registered

    ARX PRIVATE WEALTH

    CRD 338631 · SEC 801-134623

    LANCASTER, PA

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

  • Reported as registered

    ASCO FINANCIAL GROUP, INC.

    CRD 124395 · SEC 801-61809

    KINGSTON, PA

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

  • Reported as registered

    ASPIRE WEALTH ARCHITECTS

    CRD 297090 · SEC 801-113420

    WEXFORD, PA

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

  • Reported as registered

    ATAIROS MANAGEMENT, L.P.

    CRD 281947 · SEC 801-106882

    BRYN MAWR, PA

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

  • Reported as registered

    ATLAS WEALTH PARTNERS LLC

    CRD 175219 · SEC 801-102469

    WYOMISSING, PA

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

  • Reported as registered

    ATMOS ADVISORY, LLC

    CRD 160087 · SEC 801-120863

    PITTSBURGH, PA

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

  • Reported as registered

    ATTINGER, LLC

    CRD 311772 · SEC 801-119984

    PHILADELPHIA, PA

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

  • Reported as registered

    ATWATER MALICK

    CRD 147972 · SEC 801-107806

    LANCASTER, PA

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

  • Reported as registered

    AUFMAN ASSOCIATES INC

    CRD 104622 · SEC 801-19122

    SEWICKLEY, PA

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

  • Exempt Reporting Adviser

    AURORA RE FUND MANAGER, LLC

    CRD 340797 · SEC 802-136457

    CHALFONT, PA

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

  • Reported as registered

    AVANTRA FAMILY WEALTH, INC.

    CRD 288209 · SEC 801-113234

    MECHANICSBURG, PA

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

  • Exempt Reporting Adviser

    AVC FUND MANAGEMENT, LLC

    CRD 316829 · SEC 802-122647

    RADNOR, PA

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

  • Reported as registered

    AVENTINE FINANCIAL GROUP

    CRD 292390 · SEC 801-134117

    DOYLESTOWN, PA

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