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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

803 sourced firms · query 116 ms

  • Reported as registered

    XDUS FUND ADVISOR

    CRD 328236 · SEC 801-128841

    EAST LONGMEADOW, MA

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

  • Reported as registered

    YELLOW WOOD PARTNERS

    CRD 161062 · SEC 801-78098

    BOSTON, MA

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

  • Reported as registered

    ZEVIN ASSET MANAGEMENT, LLC

    CRD 165269 · SEC 801-77093

    BOSTON, MA

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