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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

1,284 sourced firms · query 245 ms

  • Reported as registered

    ZENITH ADVISORY GROUP, LLC

    CRD 321689 · SEC 801-135252

    THE VILLAGES, FL

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

  • Reported as registered

    ZEST

    CRD 316889 · SEC 801-122725

    MIAMI, FL

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

  • Exempt Reporting Adviser

    ZEVIX FUND AMERICA LLC

    CRD 338549 · SEC 802-134492

    FORT LAUDERDALE, FL

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

  • Reported as registered

    ZINNIA WEALTH ADVISORY, LLC

    CRD 295122 · SEC 801-132847

    OCALA, FL

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