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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 85 ms

  • Reported as registered

    CAPITAL A WEALTH MANAGEMENT

    CRD 328863 · SEC 801-129086

    CRANBERRY TWP., PA

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

  • Reported as registered

    CAPITAL ANALYSTS

    CRD 162200 · SEC 801-74614

    FORT WASHINGTON, PA

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

  • Exempt Reporting Adviser

    CAPITAL SOLUTIONS

    CRD 283533 · SEC 802-118624

    BLUE BELL, PA

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

  • Reported as registered

    CAPITAL WEALTH INVESTMENTS

    CRD 311698 · SEC 801-120008

    SCRANTON, PA

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

  • Reported as registered

    CERTIOR FINANCIAL GROUP, LLC

    CRD 285502 · SEC 801-108506

    KING OF PRUSSIA, PA

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

  • Reported as registered

    CGI PLAN ADVISORS, INC.

    CRD 311275 · SEC 801-119874

    FRAZER, PA

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

  • Reported as registered

    CGI WEALTH ADVISORS, INC.

    CRD 311273 · SEC 801-119875

    FRAZER, PA

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

  • Reported as registered

    CHARTERED ADVISORY GROUP

    CRD 116517 · SEC 801-72496

    CHADDS FORD, PA

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

  • Reported as registered

    CHRISTINE MESSMER, P.C.

    CRD 121202 · SEC 801-118953

    COLLEGEVILLE, PA

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

  • Reported as registered

    CHRONOMETER PARTNERS LP

    CRD 339929 · SEC 801-135236

    PITTSBURGH, PA

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