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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

167 sourced firms · query 54 ms

  • Reported as registered

    WEALTH ADVISORS NW

    CRD 284468 · SEC 801-121116

    PORTLAND, OR

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

  • Reported as registered

    WELCH INVESTMENT GROUP, LLC

    CRD 131006 · SEC 801-111891

    GRANTS PASS, OR

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

  • Reported as registered

    WELLSPRING ADVISORS, INC.

    CRD 147861 · SEC 801-120308

    HILLSBORO, OR

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

  • Reported as registered

    XENA FINANCIAL PLANNING, LLC

    CRD 333436 · SEC 801-134943

    PORTLAND, OR

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

  • Reported as registered

    ZUNA, LLC

    CRD 306113 · SEC 801-117623

    PORTLAND, OR

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