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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 82 ms

  • Reported as registered

    YARDLEY WEALTH MANAGEMENT LLC

    CRD 134311 · SEC 801-121464

    YARDLEY, PA

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

  • Reported as registered

    ZENITH WEALTH PARTNERS

    CRD 304732 · SEC 801-129630

    PHILADELPHIA, PA

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