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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 66 ms

  • Reported as registered

    CLEARVIEW FINANCIAL PARTNERS

    CRD 286168 · SEC 801-114244

    RADNOR, PA

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

  • Reported as registered

    COLLECTIVE FAMILY OFFICE, LLC

    CRD 301274 · SEC 801-115052

    YORK, PA

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

  • Reported as registered

    COMMON CENTS PLANNING

    CRD 120131 · SEC 801-62686

    GLEN MILLS, PA

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

  • Reported as registered

    COMPASS INVESTMENTS LLC

    CRD 141323 · SEC 801-67114

    PITTSBURGH, PA

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

  • Reported as registered

    COMPASS ION ADVISORS, LLC

    CRD 166418 · SEC 801-78503

    CONSHOHOCKEN, PA

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

  • Reported as registered

    CONCENTUS WEALTH ADVISORS

    CRD 170052 · SEC 801-79182

    NEWTOWN SQUARE, PA

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

  • Reported as registered

    CONFLUENCE FINANCIAL PARTNERS

    CRD 311980 · SEC 801-120711

    MCMURRAY, PA

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

  • Reported as registered

    CONNORS INVESTOR SERVICES INC

    CRD 106993 · SEC 801-6211

    WYOMISSING, PA

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

  • Reported as registered

    CONTINUIM EQUITY PARTNERS, LP

    CRD 328788 · SEC 801-130834

    PITTSBURGH, PA

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

  • Reported as registered

    COOKE & BIELER, L.P.

    CRD 113859 · SEC 801-60411

    PHILADELPHIA, PA

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

  • Reported as registered

    COOMBS WEALTH ADVISORY, LLC

    CRD 281132 · SEC 801-129867

    BLUE BELL, PA

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