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 1229 ms

Reported as registered
BOLDHAVEN MANAGEMENT
CRD 304300 · SEC 801-120201
LONDON
Source release August 3, 2026 · retrieved August 18, 2026
Reported as state-registered
BOLGIANO CAPITAL MANAGEMENT
CRD 148654
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
BOLLINGER CAPITAL MANAGEMENT, INC.
CRD 134458
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
BOLLINGER WEALTH MANAGEMENT LLC
CRD 292344
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
BOLT WEALTH MANAGEMENT LLC
CRD 288717
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
BONA FIDE FINANCE
CRD 281078
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
BONA FIDE WEALTH
CRD 330982 · SEC 801-130208
Principal state not provided in this source record
Source release August 3, 2026 · retrieved August 18, 2026
Reported as state-registered
BONANNI, FRANK
CRD 327111
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
BOND BELL & CO.
CRD 342290
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
BONFANTI INVESTMENT SERVICES, LLC
CRD 284395
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
BONNEFIELD FINANCIAL
CRD 328267 · SEC 802-128928
TORONTO, ONTARIO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as state-registered
BONNEMA WEALTH MANAGEMENT LLC
CRD 173526
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 state-registered
BONSAI FINANCIAL
CRD 292432
Principal state not provided in this source record
State registration: AZ
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Exempt Reporting Adviser
BOOM CAPITAL MANAGEMENT, LLC
CRD 301600 · SEC 802-130122
Principal state not provided in this source record
Source release August 3, 2026 · retrieved August 18, 2026
Reported as state-registered
BOONIPAT ADVISORY LLC
CRD 328994
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
BORA CAPITAL, LLC
CRD 338951
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
BORACCHIA WIVIOTT WEALTH PARTNERS LLC
CRD 287877
Principal state not provided in this source record
State registration: CA
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026