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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

167 sourced firms · query 54 ms

  • Reported as registered

    HUMAN INVESTING

    CRD 133017 · SEC 801-63556

    LAKE OSWEGO, OR

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

  • Reported as registered

    HURLEY FINANCIAL GROUP, INC.

    CRD 108983 · SEC 801-57809

    CORVALLIS, OR

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

  • Reported as registered

    ICON FINANCIAL SERVICES LLC

    CRD 306816 · SEC 801-117987

    PORTLAND, OR

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

  • Reported as registered

    IMS CAPITAL MANAGEMENT

    CRD 105939 · SEC 801-33939

    CLACKAMAS, OR

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

  • Reported as registered

    INMAN FINANCIAL SERVICES, INC.

    CRD 297414 · SEC 801-120660

    PORTLAND, OR

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

  • Reported as registered

    INTEGRITY WEALTH LLC

    CRD 330809 · SEC 801-130226

    EUGENE, OR

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

  • Exempt Reporting Adviser

    IRONSIDE CAPITAL LLC

    CRD 300128 · SEC 802-114646

    LAKE OSWEGO, OR

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

  • Reported as registered

    J.P. CAPITAL MANAGEMENT, INC.

    CRD 142109 · SEC 801-136722

    EUGENE, OR

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

  • Reported as registered

    JGC TAX & WEALTH MANAGEMENT

    CRD 165770 · SEC 801-131726

    SALEM, OR

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

  • Reported as registered

    JGP WEALTH MANAGEMENT, LLC

    CRD 290694 · SEC 801-112288

    BEND, OR

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

  • Reported as registered

    JH ADVISORS

    CRD 139587 · SEC 801-113286

    SALEM, OR

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