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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

803 sourced firms · query 83 ms

  • Pending / 120-Day Approval

    CALLODINE BDC ADVISOR, LLC

    CRD 342427 · SEC 801-136856

    BOSTON, MA

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

  • Reported as registered

    CALLODINE CAPITAL MANAGEMENT

    CRD 297115 · SEC 801-113867

    BOSTON, MA

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

  • Reported as registered

    CALLODINE CREDIT MANAGEMENT

    CRD 313165 · SEC 801-127866

    BOSTON, MA

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

  • Reported as registered

    CAMBRIDGE ASSOCIATES, LLC

    CRD 104942 · SEC 801-14255

    BOSTON, MA

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

  • Reported as registered

    CANBY FINANCIAL ADVISORS

    CRD 338797 · SEC 801-134723

    FRAMINGHAM, MA

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

  • Exempt Reporting Adviser

    CANNON CAPITAL, LP

    CRD 288686 · SEC 802-110789

    FRAMINGHAM, MA

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

  • Reported as registered

    CANOPY CAPITAL GROUP

    CRD 326730 · SEC 801-133980

    WOBURN, MA

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

  • Reported as registered

    CAPE ANN CAPITAL, INC.

    CRD 128942 · SEC 801-66982

    CONCORD, MA

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

  • Reported as registered

    CAPITAL ADVISORS GROUP, INC

    CRD 112000 · SEC 801-60262

    BOSTON, MA

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

  • Reported as registered

    CAPITAL IMPACT ADVISORS

    CRD 168313 · SEC 801-78345

    BOSTON, MA

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

  • Reported as registered

    CAPSHIFT ADVISORS

    CRD 309860 · SEC 801-119451

    WEST NEWTON, MA

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

  • Reported as registered

    CARL P. SHERR & CO., LLC

    CRD 3394 · SEC 801-66673

    WORCESTER, MA

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

  • Reported as registered

    CARR FINANCIAL GROUP

    CRD 317321 · SEC 801-123187

    WORCESTER, MA

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

  • Reported as registered

    CASTANEA PARTNERS INC.

    CRD 160229 · SEC 801-73298

    NEWTON, MA

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

  • Exempt Reporting Adviser

    CASTLE ISLAND VENTURES

    CRD 298999 · SEC 802-114283

    BOSTON, MA

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

  • Reported as registered

    CASTLE ROCK ADVISORS LLC

    CRD 331429 · SEC 801-130907

    BOSTON, MA

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

  • Reported as registered

    CATALYST FINANCIAL PARTNERS

    CRD 299335 · SEC 801-114398

    BOSTON, MA

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

  • Exempt Reporting Adviser

    CATARIA CAPITAL MANAGEMENT LP

    CRD 299042 · SEC 802-114182

    BOSTON, MA

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