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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

1,284 sourced firms · query 117 ms

  • Reported as registered

    MUTUAL TRUST ADVISORY GROUP

    CRD 277060 · SEC 801-121401

    ESTERO, FL

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

  • Reported as registered

    NAPLES GLOBAL ADVISORS

    CRD 158544 · SEC 801-72600

    NAPLES, FL

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

  • Reported as registered

    NAPLES MONEY MANAGEMENT LLC

    CRD 153499 · SEC 801-71295

    NAPLES, FL

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

  • Pending / 120-Day Approval

    NAPLES WEALTH ADVISORS, LLC

    CRD 343247 · SEC 801-136844

    NAPLES, FL

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

  • Reported as registered

    NAPLES WEALTH PLANNING

    CRD 330316 · SEC 801-129895

    BONITA SPRINGS, FL

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

  • Reported as registered

    NAUTILUS WEALTH ADVISORS

    CRD 311853 · SEC 801-120360

    INDIALANTIC, FL

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

  • Reported as registered

    NED DAVIS RESEARCH, INC.

    CRD 112260 · SEC 801-60241

    SARASOTA, FL

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

  • Reported as registered

    NEIL JESANI WEALTH MANAGEMENT

    CRD 322345 · SEC 801-131785

    SUNRISE, FL

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

  • Reported as registered

    NESTEGGS, INC.

    CRD 133507 · SEC 801-63869

    JACKSONVILLE, FL

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

  • Exempt Reporting Adviser

    NEW FORM CAPITAL LLC

    CRD 330188 · SEC 802-131775

    MIAMI BEACH, FL

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

  • Reported as registered

    NEW WATER CAPITAL, L.P.

    CRD 226608 · SEC 801-96331

    BOCA RATON, FL

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

  • Reported as registered

    NEW WAVE LOANS RESIDENTIAL, LLC

    CRD 326888 · SEC 801-133717

    NORTH MIAMI BEACH, FL

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

  • Reported as registered

    NEWFOUND RESEARCH LLC

    CRD 159064 · SEC 801-73042

    ST. PETERSBURG, FL

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

  • Reported as registered

    NEWPORT GROUP CONSULTING, LLC

    CRD 140944 · SEC 801-66908

    LAKE MARY, FL

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

  • Exempt Reporting Adviser

    NEXUS ADVISORS

    CRD 334636 · SEC 802-134739

    FORT LAUDERDALE, FL

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

  • Reported as registered

    NEXWEALTH LLC

    CRD 311424 · SEC 801-120110

    PALM BEACH GARDENS, FL

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

  • Reported as registered

    NFSG CORPORATION

    CRD 130814 · SEC 801-68448

    BOCA RATON, FL

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

  • Reported as registered

    NIGHTVIEW CAPITAL, LLC

    CRD 284183 · SEC 801-108127

    CLEARWATER, FL

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