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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
31,268
Reported as registered
16,783
Pending / 120-Day
235
Exempt reporting
6,604
Latest sourced release
IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

793 sourced firms · query 2438 ms

  • Pending / 120-Day Approval

    BENEFI

    CRD 337846 · SEC 801-134565

    CHICAGO, IL

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

  • Reported as registered

    BENTLEY FINANCIAL GROUP

    CRD 172474 · SEC 801-120187

    DOWNERS GROVE, IL

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

  • Reported as registered

    BERNARDI ASSET MANAGEMENT, LLC

    CRD 120110 · SEC 801-68608

    NORTHFIELD, IL

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

  • Reported as registered

    BLUE HAVEN CAPITAL, LLC

    CRD 141738 · SEC 801-135021

    GENEVA, IL

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

  • Reported as registered

    BLUE LINE CAPITAL

    CRD 304024 · SEC 801-135568

    CHICAGO, IL

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

  • Reported as registered

    BLUE VISTA CAPITAL, LLC

    CRD 127001 · SEC 801-74382

    CHICAGO, IL

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

  • Reported as registered

    BLUESPRUCE

    CRD 167311 · SEC 801-78091

    CHICAGO, IL

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

  • Reported as registered

    BMO ASSET MANAGEMENT CORP.

    CRD 106466 · SEC 801-35533

    CHICAGO, IL

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

  • Reported as registered

    BMO FAMILY OFFICE, LLC

    CRD 110264 · SEC 801-56868

    CHICAGO, IL

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

  • Reported as registered

    BOON CAPITAL ADVISORS LLC

    CRD 174016 · SEC 801-130257

    NORTHBROOK, IL

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

  • Reported as registered

    BOOSTER ASSET MANAGEMENT, LLC

    CRD 330362 · SEC 801-129798

    WHEATON, IL

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