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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
31,268
Reported as registered
16,783
Pending / 120-Day
235
Exempt reporting
6,604
Latest sourced release
IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

13,271 sourced firms · query 1189 ms

  • Exempt Reporting Adviser

    BLUEFRONT EQUITY

    CRD 334889 · SEC 802-132150

    OSLO

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

  • Exempt Reporting Adviser

    BLUEGEM CAPITAL PARTNERS LLP

    CRD 173189 · SEC 802-80728

    LONDON

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

  • Reported as state-registered

    BLUEGRASS LEGACY PLANNING

    CRD 336386

    Principal state not provided in this source record

    State registration: TX

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Exempt Reporting Adviser

    BLUEORCHARD FINANCE LTD

    CRD 324268 · SEC 802-128141

    ZURICH

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

  • Reported as state-registered

    BLUEPOINT WEALTH ADVISORS

    CRD 315850

    Principal state not provided in this source record

    State registration: CA

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Exempt Reporting Adviser

    BLUEPOINTE VENTURES

    CRD 301276 · SEC 802-133000

    Principal state not provided in this source record

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

  • Reported as state-registered

    BLUEPRINT 360 LLC

    CRD 292136

    Principal state not provided in this source record

    State registration: TX

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as state-registered

    BLUEPRINT FINANCIAL ADVISORS, LLC

    CRD 171331

    Principal state not provided in this source record

    State registration: WA

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as state-registered

    BLUEPRINT INVESTMENTS AND TAX PLANNING

    CRD 291591

    Principal state not provided in this source record

    State registration: CA

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as registered

    BLUEPRINT LOCAL LLC

    CRD 312944 · SEC 801-130826

    Principal state not provided in this source record

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

  • Reported as state-registered

    BLUEPRINT RETIREMENT ADVISORS LLC

    CRD 304611

    Principal state not provided in this source record

    State registration: CA

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as state-registered

    BLUEPRINT WEALTH GROUP

    CRD 341908

    Principal state not provided in this source record

    State registration: AZ

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as registered

    BLUEPRINT WEALTH MANAGEMENT

    CRD 166264 · SEC 801-132673

    Principal state not provided in this source record

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

  • Reported as state-registered

    BLUEPRISM WEALTH MANAGEMENT LLC

    CRD 336440

    Principal state not provided in this source record

    State registration: TX

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as state-registered

    BLUEREEF CAPITAL

    CRD 300405

    Principal state not provided in this source record

    State registration: CA

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as state-registered

    BLUESAIL ADVISORS LLC

    CRD 144579

    Principal state not provided in this source record

    State registration: TX

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026