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 101 ms

Exempt Reporting Adviser
VISIBLE VENTURES
CRD 301280 · SEC 802-127273
HINGHAM, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
VOLITION CAPITAL LLC
CRD 162180 · SEC 802-75415
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
VV CAPITAL MANAGEMENT, LP
CRD 170504 · SEC 802-79281
NEWTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WAINWRIGHT INVESTMENT COUNSEL LLC
CRD 108711 · SEC 801-56485
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WASHINGTON FINANCIAL GROUP, INC.
CRD 132369 · SEC 801-136644
OSTERVILLE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WASHINGTON TRUST ADVISORS
CRD 110407 · SEC 801-18403
WELLESLEY, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
WATERLINE VENTURES, LLC
CRD 173281 · SEC 802-118629
CAMBRIDGE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
WATERVILLE INVESTMENT PARTNERS, LLC
CRD 314518 · SEC 802-122009
NEEDHAM, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WAVE EQUITY PARTNERS
CRD 170642 · SEC 801-118541
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
WAVECREST MANAGEMENT COMPANY, LLC
CRD 285540 · SEC 802-112808
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTH EFFECTS
CRD 315244 · SEC 801-121699
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEATHERBIE CAPITAL, LLC
CRD 105991 · SEC 801-50672
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEBSTER EQUITY PARTNERS, L.P.
CRD 156729 · SEC 801-74188
WALTHAM, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEISS ASSET MANAGEMENT
CRD 155564 · SEC 801-73590
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WELCH & FORBES LLC
CRD 115119 · SEC 801-60532
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WELLINGTON ALTERNATIVE INVESTMENTS
CRD 226715 · SEC 801-107461
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WELLINGTON FUNDS (US) LLC
CRD 288313 · SEC 801-111643
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WELLINGTON MANAGEMENT COMPANY LLP
CRD 106595 · SEC 801-15908
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WERNAU ASSET MANAGEMENT
CRD 129473 · SEC 801-118713
GLOUCESTER, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEST BRANCH CAPITAL LLC
CRD 133813 · SEC 801-78332
AMHERST, MA
Source release August 3, 2026 · retrieved August 18, 2026