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

339 sourced firms · query 67 ms

Reported as registered
INVESTOLOGY INC.
CRD 130408 · SEC 801-130627
RESTON, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INVESTURE, LLC
CRD 130099 · SEC 801-62689
CHARLOTTESVILLE, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
IRON PATH CAPITAL, L.P.
CRD 316139 · SEC 801-128416
CHARLOTTESVILLE, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JAMES RIVER ASSET MANAGEMENT, LLC
CRD 117917 · SEC 801-112743
MIDLOTHIAN, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JJSA ADVISORS, LTD.
CRD 116460 · SEC 801-134015
VIRGINIA BEACH, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JOSS BROWN WEALTH ADVISORS
CRD 324719 · SEC 801-127223
WILLIAMSBURG, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JUNO FINANCIAL GROUP LLC
CRD 336362 · SEC 801-132999
RICHMOND, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KAH CAPITAL MANAGEMENT, LLC
CRD 298287 · SEC 801-114224
MCLEAN, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KANAWHA CAPITAL MANAGEMENT, LLC
CRD 118458 · SEC 801-60800
RICHMOND, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KENNONDALE CAPITAL MANAGEMENT
CRD 299863 · SEC 801-132553
RICHMOND, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KEYSTONE ASSET MANAGEMENT, INC.
CRD 130101 · SEC 801-62685
MCLEAN, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KFA PRIVATE WEALTH GROUP, LLC
CRD 281678 · SEC 801-106726
TYSON, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KINLOCH CAPITAL, LLC
CRD 300735 · SEC 801-115239
GLEN ALLEN, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KIRK CAPITAL ADVISORS LLC
CRD 312401 · SEC 801-128175
VIENNA, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KORVING & COMPANY LLC
CRD 152095 · SEC 801-120828
SUFFOLK, VA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
LAVROCK VENTURES, LLC
CRD 285450 · SEC 802-129839
ARLINGTON, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LB PARTNERS LLC
CRD 309088 · SEC 801-130606
CHARLOTTESVILLE, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LEGACY WEALTH ADVISOR LLC
CRD 334697 · SEC 801-132971
LYNCHBURG, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LEGACY WEALTH MANAGEMENT GROUP, INC.
CRD 322235 · SEC 801-126092
LYNCHBURG, VA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LEGACY WEALTH MANAGEMENT INC.
CRD 173453 · SEC 801-120709
MANASSAS, VA
Source release August 3, 2026 · retrieved August 18, 2026