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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

3,152 sourced firms · query 269 ms

  • Reported as registered

    COMPOUND PLANNING, INC.

    CRD 171787 · SEC 801-126007

    NEW YORK, NY

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

  • Exempt Reporting Adviser

    CONEGLIANO VENTURES, LLC

    CRD 288138 · SEC 802-114593

    NEW YORK, NY

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

  • Reported as registered

    CONGRESS PARK CAPITAL LLC

    CRD 150309 · SEC 801-70181

    SARATOGA SPRINGS, NY

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

  • Reported as registered

    CONIFER MANAGEMENT, LLC

    CRD 283492 · SEC 801-107669

    NEW YORK, NY

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

  • Reported as registered

    CONSELLO CAPITAL

    CRD 317399 · SEC 801-127507

    NEW YORK, NY

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

  • Exempt Reporting Adviser

    CONSONANT VENTURES

    CRD 338708 · SEC 802-135706

    NEW YORK, NY

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

  • Reported as registered

    CONTINUUM WEALTH ADVISORS, LLC

    CRD 152895 · SEC 801-71245

    SARATOGA SPRINGS, NY

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

  • Reported as registered

    CONTOUR ASSET MANAGEMENT LLC

    CRD 154645 · SEC 801-71771

    NEW YORK, NY

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

  • Exempt Reporting Adviser

    CONTOUR VENTURE PARTNERS

    CRD 162419 · SEC 802-75392

    NEW YORK, NY

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

  • Reported as registered

    COOPER/HAIMS ADVISORS, LLC

    CRD 124122 · SEC 801-61599

    VICTOR, NY

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

  • Reported as registered

    CORBIN CAPITAL PARTNERS, L.P.

    CRD 130819 · SEC 801-63358

    NEW YORK, NY

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