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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

192 sourced firms · query 140 ms

  • Reported as registered

    WASATCH ADVISORS LP

    CRD 106081 · SEC 801-11095

    SALT LAKE CITY, UT

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

  • Reported as registered

    WASATCH EQUITY PARTNERS

    CRD 326762 · SEC 801-131707

    LOGAN, UT

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

  • Reported as registered

    WASATCH HEALTH PARTNERS

    CRD 335443 · SEC 801-132897

    SALT LAKE CITY, UT

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

  • Reported as registered

    WEALTH MANAGEMENT CPAS, LLC

    CRD 310096 · SEC 801-123458

    SALT LAKE CITY, UT

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

  • Reported as registered

    WESTWOOD GLOBAL INVESTMENTS

    CRD 125012 · SEC 801-61776

    PARK CITY, UT

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

  • Exempt Reporting Adviser

    XCHANGEFUND LLC

    CRD 337242 · SEC 802-133739

    VINEYARD, UT

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

  • Reported as registered

    YOUR IA, LLC

    CRD 338535 · SEC 801-134511

    ST. GEORGE, UT

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

  • Reported as registered

    ZIONS CAPITAL ADVISORS, INC.

    CRD 131308 · SEC 801-63287

    SALT LAKE CITY, UT

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