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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

263 sourced firms · query 70 ms

  • Reported as registered

    MOORE WEALTH

    CRD 323374 · SEC 801-127484

    FREDERICK, MD

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

  • Reported as registered

    MOUNT VERNON ASSOCIATES INC

    CRD 107099 · SEC 801-26821

    BALTIMORE, MD

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

  • Reported as registered

    MRE MANAGEMENT, LLC

    CRD 338513 · SEC 801-134869

    ANNAPOLIS, MD

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

  • Reported as registered

    MV CAPITAL MANAGEMENT, INC.

    CRD 139034 · SEC 801-65709

    BETHESDA, MD

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

  • Reported as registered

    MY WEALTH MANAGEMENT, INC

    CRD 168566 · SEC 801-78477

    GERMANTOWN, MD

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

  • Reported as registered

    NEA MEMBER BENEFITS

    CRD 138196 · SEC 801-64989

    GAITHERSBURG, MD

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

  • Reported as registered

    NEW CENTURY ADVISORS, LLC

    CRD 122478 · SEC 801-61423

    CHEVY CHASE, MD

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

  • Exempt Reporting Adviser

    NEW MARKETS VENTURE PARTNERS

    CRD 163508 · SEC 802-75073

    FULTON, MD

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

  • Reported as registered

    NEXUS338

    CRD 315250 · SEC 801-122274

    CABIN JOHN, MD

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

  • Reported as registered

    NORTHBROOK FINANCIAL

    CRD 309060 · SEC 801-136522

    BALTIMORE, MD

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

  • Reported as registered

    NORTHLANE CAPITAL PARTNERS

    CRD 285990 · SEC 801-108699

    BETHESDA, MD

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

  • Exempt Reporting Adviser

    NORTHPOND VENTURES, LLC

    CRD 297265 · SEC 802-113525

    BETHESDA, MD

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

  • Reported as registered

    OLIVER WEALTH MANAGEMENT

    CRD 314867 · SEC 801-121543

    TOWSON, MD

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

  • Reported as registered

    OUTCOME DRIVEN STRATEGIES, LLC

    CRD 311398 · SEC 801-120270

    HUNT VALLEY, MD

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

  • Reported as registered

    OXFORD PLANNING GROUP, LLC

    CRD 286017 · SEC 801-136710

    WOODSTOCK, MD

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

  • Reported as registered

    PARTNERSHIP WEALTH MANAGEMENT

    CRD 285718 · SEC 801-121083

    TOWSON, MD

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

  • Reported as registered

    PEAKSTONE FINANCIAL ADVISORS

    CRD 127635 · SEC 801-85168

    CHEVY CHASE, MD

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

  • Reported as registered

    PENNINGTON PARTNERS & CO., LLC

    CRD 282688 · SEC 801-107210

    BETHESDA, MD

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

  • Reported as registered

    PERSPECTIVE WEALTH MANAGEMENT

    CRD 104619 · SEC 801-34480

    HUNT VALLEY, MD

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