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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 82 ms

  • Reported as registered

    CORIENT SHC PARTNERS (US) LP

    CRD 289784 · SEC 801-111688

    PHILADELPHIA, PA

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

  • Reported as registered

    COSTELLO ASSET MANAGEMENT, INC.

    CRD 123249 · SEC 801-106905

    FEASTERVILLE, PA

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

  • Exempt Reporting Adviser

    CR VENTURES MANAGEMENT, LLC

    CRD 319360 · SEC 802-124717

    HAVERTOWN, PA

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

  • Reported as registered

    CRESAP, INC.

    CRD 25899 · SEC 801-79750

    RADNOR, PA

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

  • Reported as registered

    CROSSOVER CAPITAL

    CRD 326625 · SEC 801-128013

    YARDLEY, PA

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

  • Reported as registered

    CS MCKEE

    CRD 306128 · SEC 801-117641

    WARRENDALE, PA

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

  • Reported as registered

    D.B. ROOT & COMPANY, LLC

    CRD 188512 · SEC 801-106632

    PITTSBURGH, PA

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

  • Reported as registered

    DAKOTA INVESTMENTS, LLC

    CRD 290284 · SEC 801-112120

    BRYN MAWR, PA

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

  • Reported as registered

    DEWITT CAPITAL MANAGEMENT

    CRD 108232 · SEC 801-133885

    COLLEGEVILLE, PA

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

  • Reported as registered

    DICCIANNI FINANCIAL GROUP, INC.

    CRD 149332 · SEC 801-133763

    EAST NORRITON, PA

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

  • Reported as registered

    DINUZZO PRIVATE WEALTH, INC.

    CRD 112778 · SEC 801-57384

    BEAVER, PA

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