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

803 sourced firms · query 92 ms

Reported as registered
SSGA FUNDS MANAGEMENT, INC.
CRD 111242 · SEC 801-60103
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ST. GERMAIN INVESTMENT MANAGEMENT
CRD 155186 · SEC 801-12471
SPRINGFIELD, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STABLEPOINT PARTNERS, LLC
CRD 328503 · SEC 801-129030
BRAINTREE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STACKWELL
CRD 316298 · SEC 801-122757
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STAGE HARBOR FINANCIAL
CRD 289725 · SEC 801-112359
WESTWOOD, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
STALEY CAPITAL
CRD 234788 · SEC 802-107666
NEWTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STANCE CAPITAL LLC
CRD 284267 · SEC 801-120103
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
STATE STREET DIGITAL LTD
CRD 340778 · SEC 802-135648
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STOCKBRIDGE INVESTORS
CRD 160674 · SEC 801-73356
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STONEHEARTH CAPITAL MANAGEMENT
CRD 128866 · SEC 801-67868
DANVERS, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STRATEGIC ADVISERS LLC
CRD 104555 · SEC 801-13243
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.
CRD 114922 · SEC 801-60513
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STRATEGIC PLANNING GROUP, INC.
CRD 124855 · SEC 801-72178
WELLESLEY, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STRIDE CONSUMER
CRD 311501 · SEC 801-119904
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SUCCESSFUL MONEY STRATEGIES INC
CRD 109829 · SEC 801-43656
FALL RIVER, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
SUFFOLK TECHNOLOGIES FUND MANAGEMENT, L.L.C.
CRD 323776 · SEC 802-126877
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SUMMIT PARTNERS CREDIT ADVISORS, L.P.
CRD 153195 · SEC 801-71248
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
CRD 175100 · SEC 801-81001
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SUMMIT PARTNERS, L.P.
CRD 135271 · SEC 801-64273
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SV HEALTH INVESTORS, LLC
CRD 160933 · SEC 801-110943
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026