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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

263 sourced firms · query 82 ms

  • Exempt Reporting Adviser

    IMB PARTNERS LLC

    CRD 316685 · SEC 802-126868

    BETHESDA, MD

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

  • Reported as registered

    IMPACT CAPITAL, LLC

    CRD 297413 · SEC 801-123536

    ROCKVILLE, MD

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

  • Reported as registered

    INNOVATION X ADVISORS

    CRD 322292 · SEC 801-126051

    ROCKVILLE, MD

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

  • Reported as registered

    INNOVATIVE WEALTH BUILDING LLC

    CRD 314942 · SEC 801-121542

    CALIFORNIA, MD

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

  • Reported as registered

    INTERVEST LTD

    CRD 104614 · SEC 801-26390

    CHEVY CHASE, MD

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

  • Reported as registered

    JEMMA FINANCIAL SERVICES

    CRD 284198 · SEC 801-126937

    BALTIMORE, MD

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

  • Reported as registered

    JMI MANAGEMENT, L.P.

    CRD 158344 · SEC 801-79886

    BALTIMORE, MD

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

  • Exempt Reporting Adviser

    JPB PARTNERS

    CRD 159961 · SEC 802-74775

    HANOVER, MD

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

  • Exempt Reporting Adviser

    JSB CAPITAL GROUP LLC

    CRD 336253 · SEC 802-134299

    BALTIMORE, MD

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

  • Reported as registered

    KALAMATA ASSET MANAGEMENT LLC

    CRD 284328 · SEC 801-110725

    BETHESDA, MD

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

  • Reported as registered

    KENDALL CAPITAL MANAGEMENT

    CRD 134740 · SEC 801-78634

    ROCKVILLE, MD

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

  • Reported as registered

    KILNER CAPITAL ADVISORS, LLC

    CRD 139521 · SEC 801-69347

    GAITHERSBURG, MD

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

  • Exempt Reporting Adviser

    KINETIC VENTURES, L.L.C.

    CRD 144453 · SEC 802-120931

    CHEVY CHASE, MD

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

  • Exempt Reporting Adviser

    KLUZ VENTURES

    CRD 292197 · SEC 802-127269

    ROCKVILLE, MD

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

  • Reported as registered

    L. K. BENSON & COMPANY, P.C.

    CRD 107908 · SEC 801-48099

    TIMONIUM, MD

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