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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

623 sourced firms · query 171 ms

  • Reported as registered

    BLBB ADVISORS

    CRD 139096 · SEC 801-65840

    MONTGOMERYVILLE, PA

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

  • Reported as registered

    BLUESPHERE ADVISORS LLC

    CRD 283972 · SEC 801-117413

    EAST NORRITON, PA

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

  • Pending / 120-Day Approval

    BODEN WEALTH

    CRD 340590 · SEC 801-135817

    LEMOYNE, PA

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

  • Reported as registered

    BRANDYWINE ASSET MANAGEMENT

    CRD 307564 · SEC 801-121987

    THORNTON, PA

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

  • Reported as registered

    BRICK & KYLE ASSOCIATES INC

    CRD 107771 · SEC 801-55370

    NEWTOWN, PA

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

  • Reported as registered

    BRUTON CHISNELL ADVISORS, LLC

    CRD 293192 · SEC 801-112682

    DOWNINGTOWN, PA

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

  • Reported as registered

    BRYAN ADVISORY SERVICES, LLC

    CRD 153659 · SEC 801-116672

    CANONSBURG, PA

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

  • Reported as registered

    BRYN MAWR TRUST ADVISORS, LLC

    CRD 285359 · SEC 801-108434

    PHILADELPHIA, PA

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

  • Exempt Reporting Adviser

    BTNV MANAGEMENT, LLC

    CRD 320932 · SEC 802-124878

    PITTSBURGH, PA

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

  • Reported as registered

    CA ADVISER, LLC

    CRD 300183 · SEC 801-117602

    PHILADELPHIA, PA

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

  • Reported as registered

    CALLAN FAMILY OFFICE, LLC

    CRD 317446 · SEC 801-122987

    RADNOR, PA

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