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

1,284 sourced firms · query 123 ms

Reported as registered
HERITAGE INVESTMENT GROUP, INC.
CRD 113204 · SEC 801-60396
POMPANO BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HERITAGE OAK WEALTH ADVISORS
CRD 323925 · SEC 801-126940
SANTA ROSA BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HIDDEN HARBOR CAPITAL MANAGEMENT, L.P.
CRD 285401 · SEC 801-116969
BOCA RATON, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HIGHLAND INVESTMENT ADVISORS LLC
CRD 141694 · SEC 801-120113
PONTE VEDRA, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HIGHPOST CAPITAL, LLC
CRD 307798 · SEC 801-119902
WEST PALM BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
HK MANAGEMENT LLC
CRD 307215 · SEC 802-118262
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HOBE MOUNTAIN CAPITAL MANAGEMENT LLC
CRD 338577 · SEC 801-135077
WEST PALM BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HOLDCO ASSET MANAGEMENT, LP
CRD 167054 · SEC 801-107627
FORT LAUDERDALE, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HOLLAND ADVISORY SERVICES, INC.
CRD 136302 · SEC 801-110617
ORMOND BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HOLLANDER ASSET MANAGEMENT LLC
CRD 150343 · SEC 801-70271
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HOOD RIVER CAPITAL MANAGEMENT LLC
CRD 166089 · SEC 801-77537
PALM BEACH GARDENS, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
HORIZON FOUNDERS CAPITAL, LLC
CRD 319256 · SEC 802-124926
MIAMI BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HOROWITZ & COMPANY, INC.
CRD 106737 · SEC 801-133795
FORT LAUDERDALE, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HOXTON WEALTH
CRD 307387 · SEC 801-123553
ORLANDO, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HQ CAPITAL PRIVATE EQUITY LLC
CRD 134231 · SEC 801-64151
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HUDSON VALUE PARTNERS, LLC
CRD 301325 · SEC 801-115202
PALM BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
I SQUARED CAPITAL ADVISORS (US) LLC
CRD 168339 · SEC 801-78269
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
IBEX WEALTH ADVISORS, LLC
CRD 168674 · SEC 801-78971
WEST PALM BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ICV PARTNERS, LLC
CRD 160651 · SEC 801-73708
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
IDEAL RETIREMENT SOLUTIONS
CRD 333393 · SEC 801-134255
PORT CHARLOTTE, FL
Source release August 3, 2026 · retrieved August 18, 2026