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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

192 sourced firms · query 60 ms

  • Reported as registered

    CYNOSURE GROUP, LLC

    CRD 281399 · SEC 801-107042

    SALT LAKE CITY, UT

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

  • Reported as registered

    CYNOSURE PORTFOLIO ADVISORS LLC

    CRD 337747 · SEC 801-134251

    SALT LAKE CITY, UT

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

  • Reported as registered

    DENTIST ADVISORS

    CRD 149559 · SEC 801-114782

    SALT LAKE CITY, UT

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

  • Exempt Reporting Adviser

    DIVERGENT WEALTH ADVISORS, LLC

    CRD 286383 · SEC 802-131661

    SOUTH JORDAN, UT

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

  • Exempt Reporting Adviser

    DN CAPITAL (US), INC

    CRD 161513 · SEC 802-75563

    PARK CITY, UT

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

  • Exempt Reporting Adviser

    DRAWDOWN FUND

    CRD 323956 · SEC 802-127662

    PARK CITY, UT

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

  • Reported as registered

    DRIVE WEALTH ADVISERS

    CRD 174728 · SEC 801-113223

    LEHI, UT

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

  • Reported as registered

    DW HEALTHCARE PARTNERS

    CRD 160555 · SEC 801-73231

    PARK CITY, UT

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

  • Reported as registered

    E6 PORTFOLIOS

    CRD 326617 · SEC 801-128335

    MIDVALE, UT

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

  • Reported as registered

    ECHELONS CAPITAL, LLC

    CRD 325781 · SEC 801-127673

    PARK CITY, UT

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

  • Exempt Reporting Adviser

    ELEVATION CAPITAL PARTNERS, LLC

    CRD 163314 · SEC 802-75353

    SALT LAKE CITY, UT

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