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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

1,284 sourced firms · query 122 ms

  • Exempt Reporting Adviser

    ISV MANAGEMENT COMPANY, LLC

    CRD 317760 · SEC 802-123186

    WEST PALM BEACH, FL

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

  • Exempt Reporting Adviser

    ISV MC, LLC

    CRD 339779 · SEC 802-135826

    WEST PALM BEACH, FL

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

  • Reported as registered

    J. L. BAINBRIDGE & CO., INC.

    CRD 108058 · SEC 801-55231

    SARASOTA, FL

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

  • Reported as registered

    J. W. COLE ADVISORS, INC.

    CRD 112294 · SEC 801-60722

    TAMPA, FL

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

  • Exempt Reporting Adviser

    JAB CAPITAL MANAGEMENT, LLC

    CRD 320809 · SEC 802-125016

    MIAMI BEACH, FL

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

  • Reported as registered

    JACKSON WEALTH MANAGEMENT, LLC

    CRD 147642 · SEC 801-69469

    LAKE MARY, FL

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

  • Reported as registered

    JACKSONVILLE WEALTH MANAGEMENT

    CRD 309312 · SEC 801-120427

    JACKSONVILLE, FL

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

  • Reported as registered

    JAMES I. BLACK & COMPANY

    CRD 1249 · SEC 801-118955

    LAKELAND, FL

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

  • Exempt Reporting Adviser

    JASPER STEWARD

    CRD 342150 · SEC 802-136255

    MIRAMAR, FL

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

  • Exempt Reporting Adviser

    JESSNICK CAPITAL MANAGEMENT,LLC

    CRD 125929 · SEC 802-122118

    MIAMI BEACH, FL

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

  • Reported as registered

    KAHN FINANCIAL GROUP

    CRD 134802 · SEC 801-121222

    CLEARWATER, FL

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

  • Reported as registered

    KAILIX ADVISORS LLC

    CRD 311094 · SEC 801-126825

    AVENTURA, FL

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

  • Reported as registered

    KANEN WEALTH MANAGEMENT LLC

    CRD 282746 · SEC 801-116998

    COCONUT CREEK, FL

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

  • Reported as registered

    KARLOV STREET CAPITAL, LLC

    CRD 288910 · SEC 801-128419

    BOCA RATON, FL

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

  • Reported as registered

    KAUFMAN ROSSIN WEALTH, LLC

    CRD 301921 · SEC 801-122845

    MIAMI, FL

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

  • Reported as registered

    KAWA CAPITAL MANAGEMENT, INC.

    CRD 157780 · SEC 801-72771

    HALLANDALE BEACH, FL

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