Exempt Reporting Adviser
AVONWOOD CAPITAL MANAGEMENT LLC
CRD 325043 · SEC 802-128634
WEST CONSHOHOCKEN, PA
Source release August 3, 2026 · retrieved August 18, 2026
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
623 sourced firms · query 175 ms
Reported as registered
AWH FINANCIAL, LLC
CRD 285183 · SEC 801-128902
BALA CYNWYD, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
AXIOM ASSET MANAGEMENT
CRD 145186 · SEC 801-68405
WAYNE, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
AZARIAS CAPITAL MANAGEMENT, L.P.
CRD 174466 · SEC 801-123447
WESTCHESTER, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BALDWIN INVESTMENT MANAGEMENT, LLC
CRD 108922 · SEC 801-56558
WEST CONSHOHOCKEN, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BALLAST FINANCIAL ADVISORS, LLC
CRD 304430 · SEC 801-117158
WEST CHESTER, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BARE WEALTH ADVISORS
CRD 328043 · SEC 801-128789
GAP, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BARNSTONE ADVISORS LLC
CRD 144511 · SEC 801-112449
PHOENIXVILLE, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BARTON INVESTMENT MANAGEMENT, LLC
CRD 141084 · SEC 801-66964
W. CONSHOHOCKEN, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BEACON BRIDGE WEALTH PARTNERS, LLC
CRD 321705 · SEC 801-126385
LOWER GWYNEDD, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BERKADIA CAPITAL ADVISORS LLC
CRD 312130 · SEC 801-120783
AMBLER, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BERKSHIRE ADVISORS, INC.
CRD 122389 · SEC 801-126064
WYOMISSING, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BERKSHIRE ASSET MANAGEMENT, LLC
CRD 145463 · SEC 801-68485
WILKES-BARRE, PA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BERMAN CAPITAL GROUP
CRD 331883 · SEC 802-130579
PHILADELPHIA, PA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BHC TOPCO MANAGEMENT LLC
CRD 331815 · SEC 802-130811
WAYNE, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BILL FEW ASSOCIATES, INC.
CRD 133561 · SEC 801-29235
SEWICKLEY, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BIONDO INVESTMENT ADVISORS LLC
CRD 130105 · SEC 801-62775
MILFORD, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BIRCH RUN INVESTMENTS, LLC
CRD 285285 · SEC 801-108422
EXTON, PA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BIRCHMERE MANAGEMENT LLC
CRD 322027 · SEC 802-125948
PITTSBURGH, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC
CRD 146448 · SEC 801-68856
ERIE, PA
Source release August 3, 2026 · retrieved August 18, 2026