Reported as registered
AFFINITY INVESTMENT GROUP, LLC
CRD 117191 · SEC 801-61181
EXETER, NH
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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- 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
86 sourced firms · query 48 ms
Exempt Reporting Adviser
ALUMNI VENTURES
CRD 170562 · SEC 802-112318
MANCHESTER, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
AMERICAN TRUST INVESTMENT ADVISORS, LLC
CRD 114439 · SEC 801-60454
LEBANON, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
APEX WEALTH MANAGEMENT, LLC
CRD 317091 · SEC 801-122628
BEDFORD, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ARCA WEALTH, LLC
CRD 174765 · SEC 801-92174
PORTSMOUTH, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ARCADIA WEALTH MANAGEMENT, LLC
CRD 284925 · SEC 801-121212
MANCHESTER, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ATLAS FIDUCIARY SERVICES, INC.
CRD 321271 · SEC 801-125792
CONCORD, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
AURELIUS FAMILY OFFICE, LLC
CRD 323016 · SEC 801-126682
BEDFORD, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BARTLEY FINANCIAL ADVISORS, LLC
CRD 124293 · SEC 801-121433
BEDFORD, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BCAS
CRD 105666 · SEC 801-25587
BEDFORD, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BEXIL ADVISERS LLC
CRD 154387 · SEC 801-71976
WALPOLE, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BIRCH FINANCIAL GROUP
CRD 332057 · SEC 801-131297
KEENE, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLUELINE ADVISORS
CRD 164642 · SEC 801-91171
EXETER, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLUESTONE WEALTH MANAGEMENT LLC
CRD 137959 · SEC 801-68611
KEENE, NH
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BOREALIS VENTURES
CRD 162209 · SEC 802-76023
HANOVER, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BRENDEL FINANCIAL ADVISORS LLC
CRD 288927 · SEC 801-110901
HANOVER, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BROPHY WEALTH MANAGEMENT, LLC
CRD 169894 · SEC 801-78964
BEDFORD, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPITAL DESIGN PRIVATE WEALTH LLC
CRD 300472 · SEC 801-127160
PORTSMOUTH, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CARLSON INVESTMENTS
CRD 105729 · SEC 801-34606
CONCORD, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CHARTER OAK CAPITAL MANAGEMENT
CRD 120870 · SEC 801-64808
PORTSMOUTH, NH
Source release August 3, 2026 · retrieved August 18, 2026