Reported as registered
DAVIDSON WEALTH MANAGEMENT LLC
CRD 153227 · SEC 801-71216
FORKED RIVER, 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 88 ms
Reported as registered
DELTA CAPITAL MANAGEMENT LLC
CRD 106248 · SEC 801-64169
RED BANK, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
DEMOPOLIS EQUITY MANAGEMENT, LLC
CRD 326367 · SEC 802-131835
JERSEY CITY, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DGS CAPITAL MANAGEMENT
CRD 281938 · SEC 801-115241
JERSEY CITY, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DIADEMA PARTNERS LP
CRD 331527 · SEC 801-130477
MORRISTOWN, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
DIAMOND CAPITAL (US) LLC
CRD 329345 · SEC 802-129393
HACKENSACK, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC
CRD 321737 · SEC 801-136395
ROSELAND, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
DOMAIN ASSOCIATES, LLC
CRD 159846 · SEC 802-74389
PRINCETON, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DUMONT & BLAKE INVESTMENT ADVISORS LLC
CRD 109318 · SEC 801-56824
PRINCETON, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
EAGLE WEALTH STRATEGIES
CRD 323814 · SEC 801-127242
MULLICA HILL, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
EAST COAST WEALTH MANAGEMENT, INC.
CRD 136155 · SEC 801-132522
FLORHAM PARK, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ECP
CRD 155020 · SEC 801-74094
SUMMIT, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
EDGESTREAM PARTNERS, L.P.
CRD 166338 · SEC 801-77579
PRINCETON, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
EGIS CAPITAL PARTNERS LP
CRD 306123 · SEC 801-136795
SUMMIT, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
EKS ASSOCIATES
CRD 169687 · SEC 801-80182
PRINCETON, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
EMBASSY ASSET MANAGEMENT LP
CRD 314768 · SEC 801-122393
SHORT HILLS, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
EMISSARY WEALTH
CRD 308002 · SEC 801-122285
HACKENSACK, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC
CRD 146097 · SEC 801-106958
HOLMDEL, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ERNST & YOUNG INVESTMENT ADVISERS LLP
CRD 110921 · SEC 801-48596
SECAUCUS, NJ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
EVERGREEN CAPITAL ASSOCIATES LLC
CRD 312909 · SEC 801-128686
PLAINSBORO, NJ
Source release August 3, 2026 · retrieved August 18, 2026