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

803 sourced firms · query 98 ms

Reported as registered
BAYPINE HOLDINGS LP
CRD 311154 · SEC 801-119825
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BCPC ADVISORS, LP
CRD 327851 · SEC 801-128709
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BCSF ADVISORS, LP
CRD 282092 · SEC 801-107185
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BEACON CAPITAL PARTNERS, LLC
CRD 158137 · SEC 801-73431
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BEACON FINANCIAL PLANNING, INC
CRD 175372 · SEC 801-113811
HYANNIS, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BEATON MANAGEMENT CO INC
CRD 104728 · SEC 801-22549
HAVERHILL, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BEAUMONT FINANCIAL PARTNERS
CRD 322925 · SEC 801-126715
NEEDHAM, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BECK BODE LLC
CRD 282611 · SEC 801-107188
DEDHAM, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BERKSHIRE MONEY MANAGEMENT, INC.
CRD 124873 · SEC 801-61763
DALTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BERKSHIRE PARTNERS LLC
CRD 160675 · SEC 801-73336
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BERKSHIRE PROPERTY ADVISORS, LLC
CRD 161374 · SEC 801-73998
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BETRO MILESZKO & COMPANY
CRD 145184 · SEC 801-120782
FOXBORO, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BEYOND YOUR HAMMOCK LLC
CRD 168738 · SEC 801-136136
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BIOVENTURES INVESTORS
CRD 161520 · SEC 802-74905
WESTBOROUGH, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BIRCH HILL INVESTMENT ADVISORS LLC
CRD 143750 · SEC 801-67818
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLACKSTONE LIFE SCIENCES ADVISORS L.L.C.
CRD 304477 · SEC 801-116920
CAMBRIDGE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BLG ADVISOR LLC
CRD 332395 · SEC 802-131063
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BLINDSPOT VENTURES MANAGEMENT CO
CRD 315124 · SEC 802-123739
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLUE MOON CAPITAL MANAGEMENT LLC
CRD 311941 · SEC 801-122443
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLUEBIRD WEALTH MANAGEMENT LLC
CRD 293420 · SEC 801-132489
MEDFIELD, MA
Source release August 3, 2026 · retrieved August 18, 2026