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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 127 ms

  • Exempt Reporting Adviser

    OMAHA BEACH CAPITAL, LLC

    CRD 285065 · SEC 802-108321

    AVENTURA, FL

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

  • Reported as registered

    OMNIA FAMILY WEALTH, LLC

    CRD 170909 · SEC 801-79590

    AVENTURA, FL

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

  • Reported as registered

    ONE STONE PARTNERS L.L.C.

    CRD 163742 · SEC 801-100473

    MIAMI, FL

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

  • Reported as registered

    ONE WEALTH INVESTORS

    CRD 288030 · SEC 801-125814

    BOCA RATON, FL

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

  • Reported as registered

    OPAL CAPITAL LLC

    CRD 322755 · SEC 801-126398

    BOCA RATON, FL

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

  • Reported as registered

    OPENVEST

    CRD 328152 · SEC 801-132047

    AVENTURA, FL

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

  • Reported as registered

    OPINICUS

    CRD 168344 · SEC 801-121369

    TAMPA, FL

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

  • Reported as registered

    ORANGE AVENUE ADVISORS LLC

    CRD 339327 · SEC 801-135125

    ORLANDO, FL

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

  • Exempt Reporting Adviser

    ORCA CAPITAL, LLC

    CRD 305225 · SEC 802-125699

    MIAMI, FL

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

  • Reported as registered

    ORCA WEALTH MANAGEMENT, LLC

    CRD 310053 · SEC 801-119307

    NEW PORT RICHEY, FL

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

  • Exempt Reporting Adviser

    ORLANDO FUNERAL ADVISORS LLC

    CRD 337214 · SEC 802-134258

    ORLANDO, FL

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

  • Exempt Reporting Adviser

    OSA CAPITAL LLC

    CRD 334350 · SEC 802-135548

    MIAMI, FL

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

  • Reported as registered

    OSCEOLA CAPITAL MANAGEMENT

    CRD 301565 · SEC 801-121015

    TAMPA, FL

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

  • Reported as registered

    OT ADVISORS LLC

    CRD 328812 · SEC 801-129043

    BOCA RATON, FL

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

  • Exempt Reporting Adviser

    OTT FAMILY HOLDING

    CRD 339247 · SEC 802-134821

    ORLANDO, FL

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

  • Reported as registered

    OXENFREE FINANCIAL

    CRD 327105 · SEC 801-128275

    MELBOURNE, FL

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