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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

438 sourced firms · query 100 ms

  • Reported as registered

    EXCEL CAPITAL MANAGEMENT CORP

    CRD 109229 · SEC 801-124719

    WARREN, NJ

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

  • Reported as registered

    FAMILY WEALTH PARTNERS LLC

    CRD 304935 · SEC 801-136248

    MEDFORD, NJ

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

  • Reported as registered

    FAROPOINT VENTURES, LLC

    CRD 321107 · SEC 801-132818

    HOBOKEN, NJ

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

  • Reported as registered

    FIDELIS INVESTORS, LLC

    CRD 306920 · SEC 801-119006

    CRANFORD, NJ

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

  • Reported as registered

    FINANCIAL FUTURES

    CRD 128900 · SEC 801-120637

    BRIELLE, NJ

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

  • Reported as registered

    FLIGHT LINE FINANCIAL, LLC

    CRD 169289 · SEC 801-135330

    PRINCETON, NJ

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

  • Exempt Reporting Adviser

    FLORENCE PRIVATE LENDING TR

    CRD 338360 · SEC 802-134330

    JERSEY CITY, NJ

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

  • Reported as registered

    FORTIS GROUP ADVISORS LLC

    CRD 290427 · SEC 801-112236

    WESTWOOD, NJ

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

  • Reported as registered

    FORZA INVESTMENT GROUP, LP

    CRD 329156 · SEC 801-129245

    SUMMIT, NJ

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

  • Reported as registered

    FRANKLIN MUTUAL ADVISERS, LLC

    CRD 111376 · SEC 801-53068

    SHORT HILLS, NJ

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

  • Reported as registered

    FRIEDENTHAL FINANCIAL, LLC

    CRD 150457 · SEC 801-78622

    MARLTON, NJ

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

  • Reported as registered

    GCI FINANCIAL GROUP

    CRD 124193 · SEC 801-131018

    MENDHAM, NJ

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

  • Reported as registered

    GENESIS FINANCIAL GROUP, LLC

    CRD 327996 · SEC 801-131745

    PARAMUS, NJ

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

  • Reported as registered

    GENEVA FINANCIAL GROUP

    CRD 331944 · SEC 801-130720

    LAKEWOOD, NJ

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