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

167 sourced firms · query 56 ms

Reported as registered
4:8 FINANCIAL
CRD 335831 · SEC 801-134078
CANBY, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
44 WEALTH MANAGEMENT LLC
CRD 309647 · SEC 801-119064
EUGENE, OR
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
503 PARTNERS, LLC
CRD 283349 · SEC 802-107547
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
801 WEST CAPITAL MANAGEMENT, LLC
CRD 168417 · SEC 801-117086
LAKE OSWEGO, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ACM MANAGEMENT COMPANY, LLC
CRD 283037 · SEC 801-107667
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
AERODIGM WEALTH LLC
CRD 282312 · SEC 801-118278
LAKE OSWEGO, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALDRICH WEALTH LP
CRD 147200 · SEC 801-69190
LAKE OSWEGO, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALLIUM FINANCIAL ADVISORS, LLC
CRD 288462 · SEC 801-110536
LAKE OSWEGO, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
AUXIER ASSET MANAGEMENT
CRD 107980 · SEC 801-55757
AURORA, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
AXIOM WEALTH STRATEGIES, LLC
CRD 313124 · SEC 801-132515
BEND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BECKER CAPITAL MANAGEMENT, INC.
CRD 110489 · SEC 801-11781
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLUE WATER WEALTH
CRD 164432 · SEC 801-112810
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BRIDGE CITY CAPITAL, LLC
CRD 148828 · SEC 801-96252
LAKE OSWEGO, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAMPBELL GLOBAL
CRD 111944 · SEC 801-57589
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPITAL FINANCIAL PLANNERS
CRD 310168 · SEC 801-119386
SALEM, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPITOL FAMILY OFFICE, INC.
CRD 312005 · SEC 801-120221
BEAVERTON, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPSTONE WEALTH ADVISORS, LLC
CRD 287670 · SEC 801-110036
SALEM, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPSTONE WEALTH MANAGEMENT GROUP, INC.
CRD 340135 · SEC 801-135432
BEND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD 128097 · SEC 801-66144
BEND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CAPYBARA MANAGEMENT, LLC
CRD 284209 · SEC 802-110186
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026