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 89 ms

Exempt Reporting Adviser
SV US MANAGEMENT LLC
CRD 342336 · SEC 802-136407
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SVB WEALTH
CRD 172832 · SEC 801-80480
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SVERICA CAPITAL MANAGEMENT
CRD 156956 · SEC 801-73362
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TA ASSOCIATES
CRD 156699 · SEC 801-74026
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TA REALTY LLC
CRD 108586 · SEC 801-57460
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TABLEAUX WEALTH
CRD 319355 · SEC 801-131336
GREAT BARRINGTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TAC PARTNERS, INC.
CRD 158249 · SEC 801-74345
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TAX & INVESTMENT ADVISORS
CRD 327402 · SEC 801-136330
NEWBURYPORT, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TE ADVISORS LLC
CRD 336139 · SEC 801-132773
QUINCY, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
TECH PIONEERS MANAGEMENT LLC
CRD 313716 · SEC 802-134348
WELLESLEY, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
TECTONIC VENTURES MANAGEMENT, LLC
CRD 288208 · SEC 802-110867
NEWTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TELEMARK ASSET MANAGEMENT, LLC
CRD 156770 · SEC 801-73615
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TENSOR EDGE CAPITAL, LLC
CRD 335633 · SEC 801-132977
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TFC FINANCIAL MANAGEMENT INC
CRD 105062 · SEC 801-17784
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TFJ MANAGEMENT, LLC
CRD 312132 · SEC 801-121579
SOMERVILLE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THE BAUPOST GROUP, L.L.C.
CRD 109530 · SEC 801-55245
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THE BOLLARD GROUP LLC
CRD 155317 · SEC 801-72749
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THE CLIFFORD GROUP LLC
CRD 318897 · SEC 801-123547
WAYLAND, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
THE CUE BALL GROUP, LLC
CRD 162245 · SEC 802-75554
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THE DE BURLO GROUP, INC.
CRD 153435 · SEC 801-71288
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026