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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

70 sourced firms · query 42 ms

  • Exempt Reporting Adviser

    3.0 FUND MANAGEMENT

    CRD 319763 · SEC 802-124974

    CLAYMONT, DE

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

  • Exempt Reporting Adviser

    6529 CAPITAL LLC

    CRD 321928 · SEC 802-126347

    WILMINGTON, DE

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

  • Reported as registered

    8FIGURES

    CRD 337941 · SEC 801-134529

    DOVER, DE

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

  • Reported as registered

    AFFINITY WEALTH MANAGEMENT LLC

    CRD 290735 · SEC 801-112231

    WILMINGTON, DE

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

  • Exempt Reporting Adviser

    APEX HARBOUR PARTNERS, LLC

    CRD 343056 · SEC 802-136716

    LEWES, DE

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

  • Reported as registered

    ASHFORD CAPITAL MANAGEMENT INC

    CRD 110696 · SEC 801-15054

    WILMINGTON, DE

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

  • Exempt Reporting Adviser

    BB WEALTH GROUP

    CRD 343010 · SEC 802-137206

    WILMINGTON, DE

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

  • Reported as registered

    BDFS CAPITAL LLC

    CRD 287680 · SEC 801-120724

    REHOBOTH BEACH, DE

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

  • Reported as registered

    BENCHMARK FINANCIAL, LLC

    CRD 297443 · SEC 801-131977

    WILMINGTON, DE

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

  • Exempt Reporting Adviser

    BEYOND EARTH LLC

    CRD 336465 · SEC 802-136721

    WILMINGTON, DE

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

  • Exempt Reporting Adviser

    BFO INVESTMENTS LLC

    CRD 174084 · SEC 802-80688

    DOVER, DE

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

  • Reported as registered

    BIG INVESTMENT SERVICES

    CRD 291437 · SEC 801-112462

    DOVER, DE

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

  • Reported as registered

    BLUE ROCK FINANCIAL GROUP

    CRD 298558 · SEC 801-117998

    REHOBOTH BEACH, DE

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

  • Reported as registered

    BRANDYWINE MANAGERS, LLC

    CRD 137388 · SEC 801-66569

    HOCKESSIN, DE

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

  • Reported as registered

    CAGR FINANCE LLC

    CRD 337809 · SEC 801-134621

    LEWES, DE

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

  • Exempt Reporting Adviser

    CHARTLINE CAPITAL PARTNERS

    CRD 286520 · SEC 802-109994

    WILMINGTON, DE

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

  • Exempt Reporting Adviser

    CIFCOIN GLOBAL FINANCE INC.

    CRD 339250 · SEC 802-134765

    DOVER, DE

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

  • Reported as registered

    CLARITI WEALTH ADVISORS

    CRD 104804 · SEC 801-18338

    WILMINGTON, DE

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