Skip to content
InvestorTrust Hub

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

263 sourced firms · query 65 ms

  • Reported as registered

    LAFAYETTE INVESTMENTS, INC.

    CRD 22471 · SEC 801-32522

    ASHTON, MD

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

  • Reported as registered

    LAW & ASSOCIATES INC

    CRD 105350 · SEC 801-16929

    GLEN ECHO, MD

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

  • Reported as registered

    LGG FINANCIAL

    CRD 305002 · SEC 801-117324

    BETHESDA, MD

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

  • Exempt Reporting Adviser

    LIGHTCONE VENTURES

    CRD 339044 · SEC 802-135090

    ROCKVILLE, MD

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

  • Reported as registered

    LOMBARD ADVISERS INCORPORATED

    CRD 108231 · SEC 801-114981

    BALTIMORE, MD

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

  • Reported as registered

    MARATHON CAPITAL MANAGEMENT

    CRD 119416 · SEC 801-62793

    HUNT VALLEY, MD

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

  • Exempt Reporting Adviser

    MARATHON MICRO PARTNERS, LLC

    CRD 175069 · SEC 802-106766

    HUNT VALLEY, MD

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

  • Reported as registered

    MARKS WEALTH MANAGEMENT

    CRD 310534 · SEC 801-119442

    ELLICOTT CITY, MD

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

  • Exempt Reporting Adviser

    MAULOA MANAGEMENT, LLC

    CRD 329532 · SEC 802-130045

    POTOMAC, MD

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

  • Reported as registered

    MDRN CAPITAL

    CRD 325950 · SEC 801-130784

    ANNAPOLIS, MD

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

  • Reported as registered

    META WEALTH ADVISORY

    CRD 338023 · SEC 801-134259

    TIMONIUM, MD

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

  • Reported as registered

    MONTGOMERY FINANCIAL

    CRD 170024 · SEC 801-129508

    OCEAN CITY, MD

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