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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

1,284 sourced firms · query 235 ms

  • Exempt Reporting Adviser

    WAVESLICE FUND

    CRD 330187 · SEC 802-129784

    MIAMI, FL

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

  • Reported as registered

    WAYPOINTS FINANCIAL

    CRD 157494 · SEC 801-130707

    SEBRING, FL

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

  • Reported as registered

    WE FAMILY OFFICES

    CRD 109869 · SEC 801-60025

    CORAL GABLES, FL

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

  • Reported as registered

    WEALTH ADVISORS OF TAMPA BAY

    CRD 162724 · SEC 801-74575

    TAMPA, FL

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

  • Reported as registered

    WEALTH MANAGEMENT CORPORATION

    CRD 109576 · SEC 801-118733

    TALLAHASSEE, FL

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

  • Reported as registered

    WEALTH PRO ADVISORS, INC.

    CRD 169266 · SEC 801-117862

    SARASOTA, FL

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

  • Reported as registered

    WEALTHGEN ADVISORS, LLC

    CRD 306196 · SEC 801-135441

    SARASOTA, FL

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

  • Reported as registered

    WEBULL ADVISORS LLC

    CRD 304881 · SEC 801-117281

    ST PETERSBURG, FL

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

  • Reported as registered

    WELCY CAPITAL ADVISORS LLC

    CRD 154782 · SEC 801-130588

    MIAMI, FL

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

  • Exempt Reporting Adviser

    WEST MOUNTAIN, LLC

    CRD 144674 · SEC 802-80888

    STUART, FL

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

  • Reported as registered

    WEXFORD CAPITAL LP

    CRD 108726 · SEC 801-55118

    WEST PALM BEACH, FL

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

  • Reported as registered

    WHALEROCK POINT PARTNERS, LLC

    CRD 140781 · SEC 801-66848

    WEST PALM BEACH, FL

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

  • Reported as registered

    WHITESTAR ADVISORS, LLC

    CRD 124627 · SEC 801-62048

    BOCA RATON, FL

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