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

1,302 sourced firms · query 119 ms

Reported as registered
BROADWAY WEALTH SOLUTIONS
CRD 291753 · SEC 801-124953
SAN ANTONIO, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BROADWING CAPITAL MANAGEMENT LLC
CRD 328881 · SEC 801-134018
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BROOKLINE WEALTH, LLC
CRD 322787 · SEC 801-130965
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BROOKMONT CAPITAL MANAGEMENT
CRD 145475 · SEC 801-68533
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BROWNLEE WEALTH MANAGEMENT
CRD 304855 · SEC 801-127789
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BSIP SLP GP, LLC
CRD 298964 · SEC 801-128484
FRISCO, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BSV SPECIAL ENTITY MANAGEMENT
CRD 342320 · SEC 802-137165
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BUCKHORN RESOURCES, LP
CRD 226647 · SEC 801-133984
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BUILDGROUP MANAGEMENT
CRD 289150 · SEC 801-111738
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BULL & BEAR, LP
CRD 317904 · SEC 802-123329
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BURFORD BROTHERS, INC.
CRD 306574 · SEC 801-117819
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BURKE WEALTH MANAGEMENT, LLC
CRD 305840 · SEC 801-135768
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BWCP, LP
CRD 305638 · SEC 801-121967
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CA PARTNERS LLC
CRD 121742 · SEC 802-114604
FORT WORTH, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAIN CAPITAL MANAGEMENT, LP
CRD 113592 · SEC 801-60959
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAIN, WATTERS & ASSOCIATES, LLC
CRD 111521 · SEC 801-39899
FRISCO, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAIRD INVESTMENTS
CRD 334504 · SEC 801-132104
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CALDERWOOD FINANCIAL STRATEGIES, INC.
CRD 313466 · SEC 801-120801
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CALLAHAN ADVISORS, LLC
CRD 114058 · SEC 801-61981
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAM INVESTOR SOLUTIONS
CRD 286078 · SEC 801-108801
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026