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 126 ms

Reported as registered
OXFORD WEALTH GROUP, LLC
CRD 319561 · SEC 801-124718
ORLANDO, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PALATINE FUND ADVISORS, LLC
CRD 168077 · SEC 801-113651
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PALISADES HUDSON ASSET MANAGEMENT, L.P.
CRD 109134 · SEC 801-55677
FORT LAUDERDALE, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PALM BEACH CAPITAL MANAGEMENT III, LLC
CRD 159611 · SEC 801-73453
WEST PALM BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PALM PEAK CAPITAL, LLC
CRD 334986 · SEC 801-136820
BOCA RATON, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PALM TREE CREW MANAGEMENT
CRD 321185 · SEC 802-130052
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PALM VALLEY CAPITAL MANAGEMENT
CRD 299896 · SEC 801-114514
JACKSONVILLE BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PALM WEALTH PARTNERS
CRD 323361 · SEC 801-131285
BOCA RATON, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PANORAMIKA ADVISORS INC.
CRD 172737 · SEC 801-80278
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PARABLE WEALTH ADVISORS
CRD 304873 · SEC 801-132360
ST AUGUSTINE, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PARADIGM INVESTMENT MANAGEMENT
CRD 174058 · SEC 801-80811
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PARADY WEALTH MANAGEMENT
CRD 169997 · SEC 801-123022
THE VILLAGES, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PARE PARTNERS II LLC
CRD 327575 · SEC 801-128524
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PARE PARTNERS LLC
CRD 309242 · SEC 801-128523
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PARRISH CAPITAL PARTNERS
CRD 342217 · SEC 802-136234
CORAL GABLES, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PARTHENON ATHENA ADVISORS LLC
CRD 336505 · SEC 802-132964
WEST PALM BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PARTICIPANT CAPITAL
CRD 304859 · SEC 801-122661
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PASQUA WEALTH SOLUTIONS
CRD 139618 · SEC 801-135275
PALM CITY, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PATH CAPITAL PARTNERS, LLC
CRD 335156 · SEC 801-136869
NORTH MIAMI BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PAULSON WEALTH MANAGEMENT INC.
CRD 150374 · SEC 801-109996
WEST PALM BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026