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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

339 sourced firms · query 65 ms

  • Reported as registered

    BOGART WEALTH, LLC

    CRD 283886 · SEC 801-107912

    MCLEAN, VA

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

  • Reported as registered

    BOWEN FINANCIAL SERVICES, LLC

    CRD 116714 · SEC 801-126244

    MIDLOTHIAN, VA

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

  • Reported as registered

    BROCKENBROUGH

    CRD 105142 · SEC 801-6691

    RICHMOND, VA

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

  • Reported as registered

    BROWN ADVISORY

    CRD 106375 · SEC 801-47290

    NORFOLK, VA

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

  • Reported as registered

    BUCHANAN WEALTH MANAGEMENT

    CRD 316629 · SEC 801-122567

    RESTON, VA

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

  • Reported as registered

    BUTTONWOOD WEALTH

    CRD 305896 · SEC 801-117676

    WINCHESTER, VA

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

  • Reported as registered

    C4M GLOBAL ADVISORS LLC

    CRD 326942 · SEC 801-128181

    ARLINGTON, VA

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

  • Reported as registered

    CAMPBELL DEEGAN FINANCIAL

    CRD 293020 · SEC 801-112661

    RICHMOND, VA

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

  • Reported as registered

    CAMPION ASSET MANAGEMENT, LLC

    CRD 134002 · SEC 801-64285

    FAIRFAX, VA

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

  • Reported as registered

    CANAL CAPITAL MANAGEMENT, LLC

    CRD 164971 · SEC 801-77036

    RICHMOND, VA

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

  • Reported as registered

    CAP91 PARTNERS MANAGEMENT LLC

    CRD 324057 · SEC 801-128004

    RICHMOND, VA

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

  • Reported as registered

    CARY STREET PARTNERS

    CRD 128545 · SEC 801-64239

    RICHMOND, VA

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