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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

2,699 sourced firms · query 201 ms

  • Reported as registered

    S&F INVESTMENT ADVISORS

    CRD 129367 · SEC 801-135603

    ENCINO, CA

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

  • Exempt Reporting Adviser

    S28 CAPITAL LLC

    CRD 281047 · SEC 802-126621

    SAN FRANCISCO, CA

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

  • Reported as registered

    SACKETT WEALTH ADVISORS, INC.

    CRD 289950 · SEC 801-111930

    BREA, CA

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

  • Reported as registered

    SAGE RHINO CAPITAL LLC

    CRD 290148 · SEC 801-112150

    MENLO PARK, CA

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

  • Reported as registered

    SAGENT WEALTH MANAGEMENT

    CRD 147890 · SEC 801-69446

    LAGUNA BEACH, CA

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

  • Reported as registered

    SAGEVIEW ADVISORY GROUP, LLC

    CRD 126777 · SEC 801-64265

    NEWPORT BEACH, CA

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

  • Reported as registered

    SALIENT WEALTH PLANNING

    CRD 327885 · SEC 801-128911

    ENCINITAS, CA

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

  • Reported as registered

    SAN LUIS WEALTH ADVISORS

    CRD 309506 · SEC 801-119019

    SAN LUIS OBISPO, CA

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

  • Reported as registered

    SANCUS CAPITAL MANAGEMENT LP

    CRD 157121 · SEC 801-74311

    LOS ANGELES, CA

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

  • Reported as registered

    SAND HILL GLOBAL ADVISORS, LLC

    CRD 111295 · SEC 801-58002

    PALO ALTO, CA

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

  • Reported as registered

    SAS FINANCIAL ADVISORS, LLC.

    CRD 288015 · SEC 801-124837

    SAN FRANCISCO, CA

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