Reported as registered
CONCORD ADVISORY GROUP LTD
CRD 107291 · SEC 801-38219
PRINCETON, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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- 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
438 sourced firms · query 72 ms
Reported as registered
CONCORD MANAGEMENT SERVICES, LLC
CRD 292760 · SEC 801-114729
SUMMIT, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CONDOR CAPITAL WEALTH MANAGEMENT
CRD 104920 · SEC 801-33145
MARTINSVILLE, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CONVERSANT CAPITAL LLC
CRD 308201 · SEC 801-119816
SUMMIT, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COPPER BEECH FINANCIAL GROUP, LLC
CRD 313156 · SEC 801-121409
MOORESTOWN, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CORA CAPITAL ADVISORS
CRD 318134 · SEC 801-123101
MARLTON, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC
CRD 150088 · SEC 801-70159
JERSEY CITY, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CORNERSTONE PLANNING GROUP
CRD 307189 · SEC 801-118222
FAIRFIELD, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CORRADO ADVISORS, LLC
CRD 111721 · SEC 801-56980
RAMSEY, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COVENANT ASSET MANAGEMENT, LLC
CRD 108567 · SEC 801-56296
CHESTER, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COVINGTON & ASSOCIATES, INC.
CRD 113357 · SEC 801-60359
WESTFIELD, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRA FINANCIAL SERVICES, L.L.C.
CRD 124004 · SEC 801-62232
NORTHFIELD, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRE VENTURE CAPITAL, INC.
CRD 317875 · SEC 801-123073
MAHWAH, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CREATIVE CLIMATE CAPITAL, LLC
CRD 328666 · SEC 802-129088
LONG VALLEY, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CREDIT CAPITAL INVESTMENTS
CRD 160537 · SEC 801-74050
LIVINGSTON, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CRESCENT ROCK CAPITAL MANAGEMENT, LP
CRD 299265 · SEC 802-114470
SUMMIT, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
CSI GROUP ADVISORS, LLC
CRD 338012 · SEC 801-134411
WALL TOWNSHIP, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CURASSET CAPITAL MANAGEMENT, LLC
CRD 316522 · SEC 801-122383
NEWARK, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CURCIO WEBB LLC
CRD 109066 · SEC 801-56468
LAWRENCEVILLE, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CYPRESS FINANCIAL PLANNING
CRD 151014 · SEC 801-112700
HADDON HEIGHTS, NJ
Source release August 3, 2026 · retrieved August 18, 2026