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 98 ms

Reported as registered
ASCENSUS INVESTMENT ADVISORS, LLC
CRD 120632 · SEC 801-61492
NEWTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ASHWOOD ADVISORS
CRD 128811 · SEC 801-136062
MEDFIELD, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ASSABET ADVISORS, LLC
CRD 127795 · SEC 801-120592
HOLDEN, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ASSET STRATEGY ADVISORS, LLC
CRD 139879 · SEC 801-66549
WAYLAND, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ASSETGRADE, LLC
CRD 168779 · SEC 801-119499
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ASTIRA CAPITAL PARTNERS LP
CRD 327034 · SEC 801-128816
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
ASYMMETRIC CAPITAL PARTNERS
CRD 315882 · SEC 802-122110
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
ATLAS VENTURE
CRD 162935 · SEC 802-75376
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
ATLAS VENTURE LIFE SCIENCE ADVISORS, LLC
CRD 174766 · SEC 802-81032
CAMBRIDGE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ATREIDES MANAGEMENT, LP
CRD 301152 · SEC 801-115226
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ATWATER WEALTH MANAGEMENT, INC.
CRD 172749 · SEC 801-113808
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
AUCTUS FUND MANGEMENT LLC
CRD 172509 · SEC 802-121628
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
AUDAX PRIVATE EQUITY
CRD 160483 · SEC 801-73306
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
AUOUR INVESTMENTS LLC
CRD 173392 · SEC 801-80544
WOBURN, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
AUREUS ASSET MANAGEMENT, LLC
CRD 136674 · SEC 801-64723
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
AVANTE GLOBAL
CRD 340973 · SEC 802-137178
WELLESLEY, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
AVERIN CAPITAL LLC
CRD 337841 · SEC 802-136086
ANDOVER, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
AZOLLA MANAGEMENT COMPANY, LP
CRD 318033 · SEC 802-123096
CAMBRIDGE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BAIN CAPITAL ASSET MANAGEMENT, LP
CRD 183517 · SEC 801-107144
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BAIN CAPITAL CREDIT, LP
CRD 134852 · SEC 801-69068
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026