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

167 sourced firms · query 68 ms

Reported as registered
M FINANCIAL INVESTMENT ADVISERS INC
CRD 106648 · SEC 801-50553
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
M HOLDINGS SECURITIES, INC.
CRD 43285 · SEC 801-57304
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MARTIN CAPITAL PARTNERS, LLC
CRD 153452 · SEC 801-71360
EUGENE, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MATISSE CAPITAL
CRD 155424 · SEC 801-72004
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MENGIS CAPITAL MANAGEMENT, INC.
CRD 117127 · SEC 801-60688
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MESH VENTURES LLC
CRD 341047 · SEC 802-136164
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MODERNIST FINANCIAL, LLC
CRD 217511 · SEC 801-135464
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MOTUS VENTURES, LLC
CRD 283383 · SEC 802-107558
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MSP WEALTH MANAGEMENT, LLC
CRD 306522 · SEC 801-117846
KLAMATH FALLS, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MULTNOMAH GROUP, INC.
CRD 132131 · SEC 801-64554
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NBC CAPITAL ADVISORS
CRD 306483 · SEC 801-117800
BEAVERTON, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NEWBORE WEALTH MANAGEMENT, INC.
CRD 306441 · SEC 801-121039
GLADSTONE, OR
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
NODE BY MESH LLC
CRD 331493 · SEC 802-136460
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NORTH FORTY TWO & CO.
CRD 148417 · SEC 801-122226
LAKE OSWEGO, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NORTHMARQ FUND MANAGEMENT, LLC
CRD 150703 · SEC 801-70494
LAKE OSWEGO, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NORTHSIDE CAPITAL MANAGEMENT LLC
CRD 107784 · SEC 801-56071
HOOD RIVER, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NORTHWEST CAPITAL MANAGEMENT INC.
CRD 108091 · SEC 801-56420
LAKE OSWEGO, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NORTHWEST QUADRANT WEALTH MANAGEMENT
CRD 158455 · SEC 801-72636
BEND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
NORTHWIND FINANCIAL LLC
CRD 342069 · SEC 801-136199
BEND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OPTIMA CAPITAL LLC
CRD 310146 · SEC 801-120712
BEAVERTON, OR
Source release August 3, 2026 · retrieved August 18, 2026