Broker-Dealer Firms

80,028 registered firms in FINRA BrokerCheck database Data from FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure (IAPD), covering registered firms across all 50 states; see our methodology.

A
14,984 (74.7%)
B
3,006 (15.0%)
C
1,078 (5.4%)
D
737 (3.7%)
F
250 (1.2%)

Firms are graded on a size-normalized scale: a clean record earns an A, while firms with disclosures are ranked by disclosure intensity per branch office against same-size peers.

Sort and filter the full register below, or read the grade methodology.

All States
Firm Name ↕ State Disclosures ↕ Offices ↕ Grade Status
Pathway Planning Inc
CRD: 117051
- 0 2 - Unknown
Pathways Advisory Group, Inc.
CRD: 143817
- 0 1 - Unknown
Pathways Financial Partners,Inc.
CRD: 127960
- 0 0 - Unknown
Pathways Financial Planning
CRD: 334143
- 0 1 - Unknown
Pathways Wealth Management, Inc.
CRD: 154125
- 0 1 - Unknown
Pathwise
CRD: 174215
- 0 2 - Unknown
Pathworks Financial
CRD: 313668
- 0 0 - Unknown
Pathworks Financial, Inc.
CRD: 138393
- 0 6 - Unknown
Patient Capital Holdings, LLC
CRD: 342157
- 0 1 - Unknown
Patient Square Capital, LP
CRD: 312203
- 0 1 - Unknown
Patina Financial Partners, LLC
CRD: 339516
- 0 1 - Unknown
Patina Wealth
CRD: 283813
- 0 2 - Unknown
Patina Wealth GP, LLC
CRD: 304068
- 0 0 - Unknown
Patoka Financial Planning LLC
CRD: 298835
- 0 0 - Unknown
Paton Wagner Corporation
CRD: 30784
- 0 0 A INACTIVE
Patria Capital Partners LLP
CRD: 144651
- 0 0 - Unknown
Patria Finance Limited
CRD: 163710
- 0 0 - Unknown
Patria Infraestrutura Gestao DE Recursos
CRD: 307626
- 0 0 - Unknown
Patria Investimentos Ltda
CRD: 307623
- 0 0 - Unknown
Patria Investments Uruguay Agente DE Valores S.A.
CRD: 323059
- 0 0 - Unknown
Patria Private Equity (Europe) Limited
CRD: 318769
- 0 0 - Unknown
Patria VBI Real Estate Gestao DE Carteiras S.A
CRD: 163582
- 0 0 - Unknown
Patriarch Partners XV, LLC
CRD: 160755
- 0 0 - Unknown
Patricia Heaton Parker, CFP
CRD: 174884
- 0 1 - Unknown
Patrician Capital
CRD: 166802
- 0 0 - Unknown
Patrick J. Keating Investment Management, LLC
CRD: 153642
- 0 2 - Unknown
Patrick Blount & Associates, Inc.
CRD: 14973
- 0 0 A INACTIVE
Patrick Capital Management
CRD: 132269
- 0 2 - Unknown
Patrick Financial Group LLC.
CRD: 124610
- 0 1 - Unknown
Patrick Gleeson Investment Management
CRD: 173283
- 0 0 - Unknown
Patrick J. Collins Inc
CRD: 32954
- 0 0 A INACTIVE
Patrick Mauro Investment Advisor, Inc.
CRD: 122742
- 0 5 - Unknown
Patrick Pascal Trading Co.
CRD: 29710
- 0 0 A INACTIVE
Patrick Programs, Inc.
CRD: 5915
- 0 0 A INACTIVE
Patrick Reid, LLC
CRD: 315732
- 0 1 - Unknown
Patrick T. Conlin
CRD: 170000
- 0 0 - Unknown
Patrick W. Svrcek Financial Services
CRD: 118751
- 0 0 - Unknown
Patrick-Riley Securities Inc.
CRD: 16525
- 0 0 A INACTIVE
Patricof Co
CRD: 320902
- 0 1 - Unknown
Patricof Securities Corp.
CRD: 23580
- 0 0 A INACTIVE
Patriot Advisory Group
CRD: 120649
- 0 2 - Unknown
Patriot Asset Advisors, LLC
CRD: 293632
- 0 1 - Unknown
Patriot Distributors, Inc.
CRD: 18219
- 0 0 A INACTIVE
Patriot Financial Consulting
CRD: 155933
- 0 0 - Unknown
Patriot Financial Manager, L.P.
CRD: 159818
- 0 1 - Unknown
Patriot Investment Management Group Inc
CRD: 112155
- 0 8 - Unknown
Patriot Investors
CRD: 283537
- 0 0 - Unknown
Patriot Securities LLC
CRD: 270023
- 0 1 - Unknown
Patriot Securities, Inc.
CRD: 104421
- 1 0 B INACTIVE
Patriot Wealth Management, Inc.
CRD: 130447
- 0 0 - Unknown
Page 1095 of 1601 (80,028 total)